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 | $32,443 | $61,660-47.4% | $80,019-59.5% | $64,186-49.5% |
| Participation rate | 76.4% | 71.7%+4.7pp | 75.8%+0.5pp | 69.6%+6.8pp |
| Annual return | 10.55% | -0.33%+10.9pp | 11.22%-0.7pp | 7.63%+2.9pp |
| Employer contribution / active EE | $1,312 | $1,810-27.5% | $2,468-46.8% | $2,381-44.9% |
| Participant deferral / active EE | $4,124 | $2,968+39.0% | $3,686+11.9% | $3,470+18.9% |
| Admin fee / account holder | $13,993 | $5,417+158.3% | $6,521+114.6% | $4,888+186.3% |