See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,297 | $181,894-80.0% | $156,549-76.8% | $273,961-86.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 21.98% | 30.74%-8.8pp | 32.23%-10.3pp | 41.45%-19.5pp |
| Employer contribution / active EE | $2,236 | $6,248-64.2% | $5,501-59.4% | $4,869-54.1% |
| Participant deferral / active EE | $4,855 | $5,550-12.5% | $4,871-0.3% | $5,287-8.2% |
| Admin fee / account holder | $595 | $15,559-96.2% | $13,027-95.4% | $10,132-94.1% |