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 | $26,835 | $39,122-31.4% | $57,179-53.1% | $62,891-57.3% |
| Participation rate | 75.0% | 70.5%+4.5pp | 75.3%-0.3pp | 69.3%+5.7pp |
| Annual return | 5.55% | 9.23%-3.7pp | 14.59%-9.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,553 | $1,874-17.1% | $2,682-42.1% | $2,281-31.9% |
| Participant deferral / active EE | $2,055 | $2,374-13.4% | $3,096-33.6% | $3,203-35.8% |
| Admin fee / account holder | $3,929 | $2,592+51.6% | $3,139+25.2% | $4,296-8.5% |