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 | $41,299 | $99,341-58.4% | $84,750-51.3% | $273,961-84.9% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 4.23% | 22.93%-18.7pp | 22.78%-18.6pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,764 | $4,214-58.1% | $3,574-50.7% | $4,869-63.8% |
| Participant deferral / active EE | $2,032 | $4,269-52.4% | $3,712-45.3% | $5,287-61.6% |
| Admin fee / account holder | $2,689 | $6,644-59.5% | $5,332-49.6% | $10,132-73.5% |