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 | $31,510 | $76,367-58.7% | $93,606-66.3% | $72,985-56.8% |
| Participation rate | 76.5% | 71.7%+4.7pp | 75.8%+0.6pp | 69.5%+7.0pp |
| Annual return | 16.46% | 25.82%-9.4pp | 32.76%-16.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $3,728 | $2,275+63.9% | $2,718+37.2% | $2,440+52.8% |
| Participant deferral / active EE | $3,572 | $3,538+0.9% | $4,069-12.2% | $3,607-1.0% |
| Admin fee / account holder | $12,244 | $6,838+79.1% | $7,888+55.2% | $5,124+138.9% |