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 | $42,236 | $45,035-6.2% | $62,995-33.0% | $70,131-39.8% |
| Participation rate | 81.8% | 69.5%+12.3pp | 74.8%+7.0pp | 69.5%+12.3pp |
| Annual return | 15.10% | 18.76%-3.7pp | 87.57%-72.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,916 | $2,051-6.6% | $2,759-30.5% | $2,342-18.2% |
| Participant deferral / active EE | $1,982 | $2,465-19.6% | $3,329-40.5% | $3,332-40.5% |
| Admin fee / account holder | $1,815 | $2,834-36.0% | $3,600-49.6% | $4,645-60.9% |