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 | $35,226 | $39,122-10.0% | $57,179-38.4% | $62,891-44.0% |
| Participation rate | 96.8% | 70.5%+26.3pp | 75.3%+21.4pp | 69.3%+27.5pp |
| Annual return | 10.82% | 9.23%+1.6pp | 14.59%-3.8pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,323 | $1,874-29.4% | $2,682-50.7% | $2,281-42.0% |
| Participant deferral / active EE | $2,683 | $2,374+13.0% | $3,096-13.4% | $3,203-16.2% |
| Admin fee / account holder | $616 | $2,592-76.2% | $3,139-80.4% | $4,296-85.7% |