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 | $41,528 | $51,708-19.7% | $106,619-61.1% | $62,891-34.0% |
| Participation rate | 75.0% | 66.9%+8.1pp | 78.0%-3.0pp | 69.3%+5.7pp |
| Annual return | 8.54% | 4.69%+3.9pp | 9.42%-0.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,733 | $1,764-1.8% | $3,947-56.1% | $2,281-24.0% |
| Participant deferral / active EE | $4,051 | $2,315+74.9% | $3,930+3.1% | $3,203+26.5% |
| Admin fee / account holder | $420 | $3,349-87.5% | $6,418-93.5% | $4,296-90.2% |