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 | $19,038 | $59,839-68.2% | $81,983-76.8% | $79,858-76.2% |
| Participation rate | 75.8% | 61.6%+14.1pp | 69.2%+6.5pp | 69.6%+6.1pp |
| Annual return | 14.05% | 17.56%-3.5pp | 41.31%-27.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,226 | $1,713+29.9% | $2,498-10.9% | $2,471-9.9% |
| Participant deferral / active EE | $3,002 | $2,695+11.4% | $3,722-19.3% | $3,740-19.7% |
| Admin fee / account holder | $4,235 | $4,287-1.2% | $5,664-25.2% | $5,306-20.2% |