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 | $23,831 | $60,349-60.5% | $74,183-67.9% | $62,891-62.1% |
| Participation rate | 83.6% | 72.7%+10.9pp | 76.6%+7.0pp | 69.3%+14.3pp |
| Annual return | 8.50% | 21.37%-12.9pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,789 | $1,680+6.5% | $2,370-24.5% | $2,281-21.6% |
| Participant deferral / active EE | $3,576 | $2,856+25.2% | $3,550+0.8% | $3,203+11.7% |
| Admin fee / account holder | $953 | $4,261-77.6% | $5,586-82.9% | $4,296-77.8% |