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 | $37,214 | $56,277-33.9% | $80,975-54.0% | $62,891-40.8% |
| Participation rate | 82.5% | 69.0%+13.6pp | 75.8%+6.7pp | 69.3%+13.2pp |
| Annual return | 9.40% | 22.12%-12.7pp | 17.10%-7.7pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,294 | $1,943-33.4% | $3,714-65.2% | $2,281-43.3% |
| Participant deferral / active EE | $3,975 | $4,195-5.3% | $5,696-30.2% | $3,203+24.1% |
| Admin fee / account holder | $3,774 | $3,741+0.9% | $5,516-31.6% | $4,296-12.2% |