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 | $36,999 | $53,018-30.2% | $70,014-47.2% | $62,891-41.2% |
| Participation rate | 87.8% | 67.2%+20.6pp | 71.8%+16.0pp | 69.3%+18.5pp |
| Annual return | 5.84% | 13.35%-7.5pp | 12.99%-7.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,308 | $1,799-27.3% | $2,338-44.0% | $2,281-42.6% |
| Participant deferral / active EE | $1,993 | $2,395-16.8% | $2,931-32.0% | $3,203-37.8% |
| Admin fee / account holder | $2,915 | $3,690-21.0% | $4,380-33.5% | $4,296-32.1% |