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 | $48,330 | $67,606-28.5% | $82,313-41.3% | $70,131-31.1% |
| Participation rate | 82.8% | 72.8%+10.0pp | 76.9%+5.9pp | 69.5%+13.2pp |
| Annual return | 23.48% | 21.57%+1.9pp | 25.88%-2.4pp | 73.14%-49.7pp |
| Employer contribution / active EE | $1,273 | $1,755-27.4% | $2,428-47.6% | $2,342-45.6% |
| Participant deferral / active EE | $2,564 | $2,987-14.2% | $3,706-30.8% | $3,332-23.0% |
| Admin fee / account holder | $2,560 | $4,512-43.3% | $5,608-54.3% | $4,645-44.9% |