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 | $45,962 | $45,073+2.0% | $69,455-33.8% | $72,985-37.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.68% | 22.65%-2.0pp | 28.97%-8.3pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,428 | $2,054+18.2% | $2,779-12.6% | $2,440-0.5% |
| Participant deferral / active EE | $2,450 | $2,602-5.8% | $3,535-30.7% | $3,607-32.1% |
| Admin fee / account holder | $6,648 | $3,056+117.6% | $3,839+73.2% | $5,124+29.7% |