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 | $40,756 | $43,327-5.9% | $59,878-31.9% | $64,186-36.5% |
| Participation rate | 72.7% | 69.2%+3.6pp | 74.7%-2.0pp | 69.6%+3.2pp |
| Annual return | 6.46% | -1.55%+8.0pp | 3.46%+3.0pp | 7.63%-1.2pp |
| Employer contribution / active EE | $2,855 | $2,028+40.8% | $2,722+4.9% | $2,381+19.9% |
| Participant deferral / active EE | $2,952 | $2,546+15.9% | $3,402-13.2% | $3,470-14.9% |
| Admin fee / account holder | $311 | $3,005-89.7% | $3,590-91.3% | $4,888-93.6% |