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 | $42,900 | $67,606-36.5% | $82,313-47.9% | $70,131-38.8% |
| Participation rate | 78.2% | 72.8%+5.4pp | 76.9%+1.3pp | 69.5%+8.7pp |
| Annual return | 16.60% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,449 | $1,755-17.4% | $2,428-40.3% | $2,342-38.1% |
| Participant deferral / active EE | $2,994 | $2,987+0.2% | $3,706-19.2% | $3,332-10.1% |
| Admin fee / account holder | $10,037 | $4,512+122.5% | $5,608+79.0% | $4,645+116.1% |