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 | $43,917 | $43,327+1.4% | $59,878-26.7% | $64,186-31.6% |
| Participation rate | 73.2% | 69.2%+4.0pp | 74.7%-1.5pp | 69.6%+3.6pp |
| Annual return | 13.78% | -1.55%+15.3pp | 3.46%+10.3pp | 7.63%+6.2pp |
| Employer contribution / active EE | $717 | $2,028-64.6% | $2,722-73.6% | $2,381-69.9% |
| Participant deferral / active EE | $1,634 | $2,546-35.8% | $3,402-52.0% | $3,470-52.9% |
| Admin fee / account holder | $2,259 | $3,005-24.8% | $3,590-37.1% | $4,888-53.8% |