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 | $41,262 | $62,586-34.1% | $76,768-46.3% | $64,186-35.7% |
| Participation rate | 73.6% | 72.8%+0.8pp | 77.0%-3.4pp | 69.6%+4.0pp |
| Annual return | 24.39% | -1.95%+26.3pp | 2.43%+22.0pp | 7.63%+16.8pp |
| Employer contribution / active EE | $2,890 | $1,832+57.8% | $2,485+16.3% | $2,381+21.4% |
| Participant deferral / active EE | $7,230 | $3,145+129.9% | $3,852+87.7% | $3,470+108.4% |
| Admin fee / account holder | $1,836 | $4,667-60.7% | $6,675-72.5% | $4,888-62.4% |