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 | $22,866 | $45,073-49.3% | $69,455-67.1% | $72,985-68.7% |
| Participation rate | 70.8% | 68.5%+2.3pp | 74.6%-3.8pp | 69.5%+1.3pp |
| Annual return | 26.49% | 22.65%+3.8pp | 28.97%-2.5pp | 81.00%-54.5pp |
| Employer contribution / active EE | $2,219 | $2,054+8.0% | $2,779-20.2% | $2,440-9.1% |
| Participant deferral / active EE | $5,398 | $2,602+107.5% | $3,535+52.7% | $3,607+49.6% |
| Admin fee / account holder | $9,756 | $3,056+219.3% | $3,839+154.1% | $5,124+90.4% |