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 | $46,664 | $59,839-22.0% | $81,983-43.1% | $79,858-41.6% |
| Participation rate | 72.7% | 61.6%+11.1pp | 69.2%+3.5pp | 69.6%+3.1pp |
| Annual return | 16.16% | 17.56%-1.4pp | 41.31%-25.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $345 | $1,713-79.9% | $2,498-86.2% | $2,471-86.0% |
| Participant deferral / active EE | $2,964 | $2,695+10.0% | $3,722-20.4% | $3,740-20.7% |
| Admin fee / account holder | $9,941 | $4,287+131.9% | $5,664+75.5% | $5,306+87.3% |