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 | $31,883 | $61,660-48.3% | $80,019-60.2% | $64,186-50.3% |
| Participation rate | 87.2% | 71.7%+15.5pp | 75.8%+11.4pp | 69.6%+17.7pp |
| Annual return | 3.82% | -0.33%+4.1pp | 11.22%-7.4pp | 7.63%-3.8pp |
| Employer contribution / active EE | $4,370 | $1,810+141.4% | $2,468+77.1% | $2,381+83.6% |
| Participant deferral / active EE | $9,824 | $2,968+231.0% | $3,686+166.5% | $3,470+183.2% |
| Admin fee / account holder | $4,432 | $5,417-18.2% | $6,521-32.0% | $4,888-9.3% |