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 | $32,260 | $96,557-66.6% | $80,975-60.2% | $273,961-88.2% |
| Participation rate | 73.3% | 79.1%-5.8pp | 75.8%-2.5pp | 83.0%-9.7pp |
| Annual return | 10.98% | 15.14%-4.2pp | 17.10%-6.1pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,968 | $4,868-59.6% | $3,714-47.0% | $4,869-59.6% |
| Participant deferral / active EE | $5,498 | $6,598-16.7% | $5,696-3.5% | $5,287+4.0% |
| Admin fee / account holder | $5,270 | $7,492-29.7% | $5,516-4.5% | $10,132-48.0% |