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 | $54,749 | $96,557-43.3% | $80,975-32.4% | $273,961-80.0% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 6.81% | 15.14%-8.3pp | 17.10%-10.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,009 | $4,868-58.7% | $3,714-45.9% | $4,869-58.7% |
| Participant deferral / active EE | $5,141 | $6,598-22.1% | $5,696-9.7% | $5,287-2.8% |
| Admin fee / account holder | $7,270 | $7,492-3.0% | $5,516+31.8% | $10,132-28.3% |