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 | $33,684 | $60,349-44.2% | $74,183-54.6% | $62,891-46.4% |
| Participation rate | 78.5% | 72.7%+5.7pp | 76.6%+1.8pp | 69.3%+9.2pp |
| Annual return | 9.12% | 21.37%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,271 | $1,680-24.4% | $2,370-46.4% | $2,281-44.3% |
| Participant deferral / active EE | $1,694 | $2,856-40.7% | $3,550-52.3% | $3,203-47.1% |
| Admin fee / account holder | $2,505 | $4,261-41.2% | $5,586-55.2% | $4,296-41.7% |