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 | $28,674 | $99,341-71.1% | $84,750-66.2% | $273,961-89.5% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 5.02% | 22.93%-17.9pp | 22.78%-17.8pp | 41.45%-36.4pp |
| Employer contribution / active EE | $3,059 | $4,214-27.4% | $3,574-14.4% | $4,869-37.2% |
| Participant deferral / active EE | $3,270 | $4,269-23.4% | $3,712-11.9% | $5,287-38.2% |
| Admin fee / account holder | $10,897 | $6,644+64.0% | $5,332+104.4% | $10,132+7.5% |