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 | $43,350 | $45,035-3.7% | $62,995-31.2% | $70,131-38.2% |
| Participation rate | 82.8% | 69.5%+13.2pp | 74.8%+8.0pp | 69.5%+13.2pp |
| Annual return | 13.48% | 18.76%-5.3pp | 87.57%-74.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $716 | $2,051-65.1% | $2,759-74.0% | $2,342-69.4% |
| Participant deferral / active EE | $2,902 | $2,465+17.7% | $3,329-12.8% | $3,332-12.9% |
| Admin fee / account holder | $541 | $2,834-80.9% | $3,600-85.0% | $4,645-88.4% |