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 | $34,564 | $43,327-20.2% | $59,878-42.3% | $64,186-46.1% |
| Participation rate | 89.4% | 69.2%+20.2pp | 74.7%+14.7pp | 69.6%+19.8pp |
| Annual return | 11.69% | -1.55%+13.2pp | 3.46%+8.2pp | 7.63%+4.1pp |
| Employer contribution / active EE | $1,345 | $2,028-33.7% | $2,722-50.6% | $2,381-43.5% |
| Participant deferral / active EE | $3,456 | $2,546+35.7% | $3,402+1.6% | $3,470-0.4% |
| Admin fee / account holder | $318 | $3,005-89.4% | $3,590-91.1% | $4,888-93.5% |