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 | $45,992 | $67,411-31.8% | $91,001-49.5% | $70,131-34.4% |
| Participation rate | 73.4% | 71.4%+2.1pp | 75.6%-2.2pp | 69.5%+3.9pp |
| Annual return | 20.65% | -40.16%+60.8pp | 4.60%+16.0pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,158 | $1,786-35.1% | $2,456-52.8% | $2,342-50.5% |
| Participant deferral / active EE | $2,455 | $2,823-13.0% | $3,547-30.8% | $3,332-26.3% |
| Admin fee / account holder | $2,066 | $4,236-51.2% | $5,417-61.9% | $4,645-55.5% |