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 | $42,970 | $45,035-4.6% | $62,995-31.8% | $70,131-38.7% |
| Participation rate | 88.0% | 69.5%+18.5pp | 74.8%+13.2pp | 69.5%+18.5pp |
| Annual return | 15.72% | 18.76%-3.0pp | 87.57%-71.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,720 | $2,051-16.1% | $2,759-37.6% | $2,342-26.6% |
| Participant deferral / active EE | $2,621 | $2,465+6.3% | $3,329-21.3% | $3,332-21.3% |
| Admin fee / account holder | $2,143 | $2,834-24.4% | $3,600-40.5% | $4,645-53.9% |