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 | $48,326 | $58,828-17.9% | $77,999-38.0% | $62,891-23.2% |
| Participation rate | 79.5% | 71.1%+8.5pp | 75.5%+4.0pp | 69.3%+10.2pp |
| Annual return | 8.03% | 17.16%-9.1pp | 425.96%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,629 | $1,672-2.6% | $2,470-34.1% | $2,281-28.6% |
| Participant deferral / active EE | $2,723 | $2,686+1.4% | $3,497-22.1% | $3,203-15.0% |
| Admin fee / account holder | $7,912 | $4,393+80.1% | $5,480+44.4% | $4,296+84.2% |