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 | $28,782 | $57,065-49.6% | $75,670-62.0% | $70,131-59.0% |
| Participation rate | 81.8% | 68.1%+13.7pp | 72.3%+9.5pp | 69.5%+12.3pp |
| Annual return | 16.42% | 23.57%-7.1pp | 27.34%-10.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,875 | $1,817+3.2% | $2,352-20.3% | $2,342-19.9% |
| Participant deferral / active EE | $2,439 | $2,580-5.5% | $3,142-22.4% | $3,332-26.8% |
| Admin fee / account holder | $943 | $3,825-75.3% | $5,800-83.7% | $4,645-79.7% |