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 | $58,751 | $99,341-40.9% | $84,750-30.7% | $273,961-78.6% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 6.84% | 22.93%-16.1pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,871 | $4,214-55.6% | $3,574-47.7% | $4,869-61.6% |
| Participant deferral / active EE | $3,803 | $4,269-10.9% | $3,712+2.5% | $5,287-28.1% |
| Admin fee / account holder | $11,495 | $6,644+73.0% | $5,332+115.6% | $10,132+13.4% |