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 | $33,464 | $49,227-32.0% | $70,449-52.5% | $79,858-58.1% |
| Participation rate | 90.6% | 69.2%+21.5pp | 75.1%+15.6pp | 69.6%+21.0pp |
| Annual return | 15.33% | 30.06%-14.7pp | 109.03%-93.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,001 | $2,099-4.7% | $2,737-26.9% | $2,471-19.0% |
| Participant deferral / active EE | $2,900 | $2,768+4.8% | $3,709-21.8% | $3,740-22.5% |
| Admin fee / account holder | $4,103 | $2,878+42.5% | $3,845+6.7% | $5,306-22.7% |