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 | $69,953 | $48,076+45.5% | $78,689-11.1% | $62,891+11.2% |
| Participation rate | 90.0% | 65.2%+24.8pp | 73.6%+16.4pp | 69.3%+20.7pp |
| Annual return | 4.67% | 31.35%-26.7pp | 62.18%-57.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,741 | $2,015-13.6% | $2,851-38.9% | $2,281-23.7% |
| Participant deferral / active EE | $2,294 | $2,588-11.3% | $3,517-34.8% | $3,203-28.4% |
| Admin fee / account holder | $6,804 | $3,207+112.1% | $4,510+50.9% | $4,296+58.4% |