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 | $34,877 | $67,411-48.3% | $91,001-61.7% | $70,131-50.3% |
| Participation rate | 85.7% | 71.4%+14.3pp | 75.6%+10.1pp | 69.5%+16.2pp |
| Annual return | 14.15% | -40.16%+54.3pp | 4.60%+9.6pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,183 | $1,786+22.2% | $2,456-11.1% | $2,342-6.8% |
| Participant deferral / active EE | $3,690 | $2,823+30.7% | $3,547+4.0% | $3,332+10.7% |
| Admin fee / account holder | $1,288 | $4,236-69.6% | $5,417-76.2% | $4,645-72.3% |