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 | $44,008 | $45,035-2.3% | $62,995-30.1% | $70,131-37.2% |
| Participation rate | 73.0% | 69.5%+3.4pp | 74.8%-1.8pp | 69.5%+3.4pp |
| Annual return | 11.30% | 18.76%-7.5pp | 87.57%-76.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,500 | $2,051-26.9% | $2,759-45.6% | $2,342-36.0% |
| Participant deferral / active EE | $2,689 | $2,465+9.1% | $3,329-19.2% | $3,332-19.3% |
| Admin fee / account holder | $1,145 | $2,834-59.6% | $3,600-68.2% | $4,645-75.4% |