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 | $32,991 | $54,541-39.5% | $78,778-58.1% | $70,131-53.0% |
| Participation rate | 73.1% | 60.8%+12.3pp | 69.2%+3.9pp | 69.5%+3.5pp |
| Annual return | 14.14% | 21.07%-6.9pp | 35.62%-21.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $756 | $1,089-30.5% | $1,986-61.9% | $2,342-67.7% |
| Participant deferral / active EE | $1,713 | $2,210-22.5% | $2,958-42.1% | $3,332-48.6% |
| Admin fee / account holder | $2,258 | $3,709-39.1% | $5,134-56.0% | $4,645-51.4% |