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 | $12,656 | $45,035-71.9% | $62,995-79.9% | $70,131-82.0% |
| Participation rate | 77.2% | 69.5%+7.6pp | 74.8%+2.4pp | 69.5%+7.6pp |
| Annual return | 16.11% | 18.76%-2.6pp | 87.57%-71.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,408 | $2,051-31.4% | $2,759-49.0% | $2,342-39.9% |
| Participant deferral / active EE | $1,519 | $2,465-38.4% | $3,329-54.4% | $3,332-54.4% |
| Admin fee / account holder | $5,251 | $2,834+85.3% | $3,600+45.9% | $4,645+13.0% |