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 | $43,143 | $96,956-55.5% | $70,014-38.4% | $273,961-84.3% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.8%+8.2pp | 83.0%-3.0pp |
| Annual return | 18.27% | 12.93%+5.3pp | 12.99%+5.3pp | 41.45%-23.2pp |
| Employer contribution / active EE | $996 | $3,316-70.0% | $2,338-57.4% | $4,869-79.5% |
| Participant deferral / active EE | $4,082 | $3,744+9.0% | $2,931+39.3% | $5,287-22.8% |
| Admin fee / account holder | $1,314 | $7,934-83.4% | $4,380-70.0% | $10,132-87.0% |