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 | $44,847 | $60,349-25.7% | $74,183-39.5% | $62,891-28.7% |
| Participation rate | 90.2% | 72.7%+17.4pp | 76.6%+13.5pp | 69.3%+20.9pp |
| Annual return | 6.68% | 21.37%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,529 | $1,680-9.0% | $2,370-35.5% | $2,281-32.9% |
| Participant deferral / active EE | $3,221 | $2,856+12.8% | $3,550-9.3% | $3,203+0.6% |
| Admin fee / account holder | $5,438 | $4,261+27.6% | $5,586-2.6% | $4,296+26.6% |