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 | $31,792 | $48,076-33.9% | $78,689-59.6% | $62,891-49.4% |
| Participation rate | 90.0% | 65.2%+24.8pp | 73.6%+16.4pp | 69.3%+20.7pp |
| Annual return | 7.37% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,186 | $2,015+8.5% | $2,851-23.3% | $2,281-4.2% |
| Participant deferral / active EE | $2,898 | $2,588+12.0% | $3,517-17.6% | $3,203-9.5% |
| Admin fee / account holder | $3,646 | $3,207+13.7% | $4,510-19.2% | $4,296-15.1% |