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 | $42,314 | $67,411-37.2% | $91,001-53.5% | $70,131-39.7% |
| Participation rate | 81.4% | 71.4%+10.0pp | 75.6%+5.8pp | 69.5%+11.9pp |
| Annual return | 17.02% | -40.16%+57.2pp | 4.60%+12.4pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,480 | $1,786-17.1% | $2,456-39.7% | $2,342-36.8% |
| Participant deferral / active EE | $4,492 | $2,823+59.1% | $3,547+26.6% | $3,332+34.8% |
| Admin fee / account holder | $3,045 | $4,236-28.1% | $5,417-43.8% | $4,645-34.5% |