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 | $34,304 | $57,065-39.9% | $75,670-54.7% | $70,131-51.1% |
| Participation rate | 82.0% | 68.1%+13.9pp | 72.3%+9.6pp | 69.5%+12.4pp |
| Annual return | 13.71% | 23.57%-9.9pp | 27.34%-13.6pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,469 | $1,817-19.1% | $2,352-37.5% | $2,342-37.3% |
| Participant deferral / active EE | $2,355 | $2,580-8.7% | $3,142-25.1% | $3,332-29.3% |
| Admin fee / account holder | $338 | $3,825-91.2% | $5,800-94.2% | $4,645-92.7% |