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 | $29,834 | $45,035-33.8% | $62,995-52.6% | $70,131-57.5% |
| Participation rate | 89.4% | 69.5%+19.8pp | 74.8%+14.6pp | 69.5%+19.8pp |
| Annual return | 14.45% | 18.76%-4.3pp | 87.57%-73.1pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,408 | $2,051+17.4% | $2,759-12.7% | $2,342+2.8% |
| Participant deferral / active EE | $3,728 | $2,465+51.3% | $3,329+12.0% | $3,332+11.9% |
| Admin fee / account holder | $2,586 | $2,834-8.7% | $3,600-28.2% | $4,645-44.3% |