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 | $43,899 | $43,075+1.9% | $74,583-41.1% | $62,891-30.2% |
| Participation rate | 82.8% | 58.1%+24.7pp | 68.1%+14.6pp | 69.3%+13.5pp |
| Annual return | 7.18% | 17.50%-10.3pp | 20.47%-13.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,404 | $1,498-6.2% | $2,525-44.4% | $2,281-38.4% |
| Participant deferral / active EE | $2,961 | $2,389+23.9% | $3,458-14.4% | $3,203-7.6% |
| Admin fee / account holder | $2,418 | $2,840-14.9% | $4,138-41.6% | $4,296-43.7% |