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 | $53,109 | $88,707-40.1% | $74,183-28.4% | $273,961-80.6% |
| Participation rate | 73.9% | 79.4%-5.5pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | 10.09% | 11.94%-1.9pp | 17.74%-7.6pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,653 | $3,159-47.7% | $2,370-30.2% | $4,869-66.0% |
| Participant deferral / active EE | $4,886 | $4,212+16.0% | $3,550+37.6% | $5,287-7.6% |
| Admin fee / account holder | $686 | $8,717-92.1% | $5,586-87.7% | $10,132-93.2% |