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 | $47,945 | $96,557-50.3% | $80,975-40.8% | $273,961-82.5% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 25.96% | 15.14%+10.8pp | 17.10%+8.9pp | 41.45%-15.5pp |
| Employer contribution / active EE | $6,899 | $4,868+41.7% | $3,714+85.7% | $4,869+41.7% |
| Participant deferral / active EE | $3,134 | $6,598-52.5% | $5,696-45.0% | $5,287-40.7% |
| Admin fee / account holder | $1,625 | $7,492-78.3% | $5,516-70.5% | $10,132-84.0% |