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 | $40,702 | $56,897-28.5% | $84,750-52.0% | $62,891-35.3% |
| Participation rate | 84.8% | 68.5%+16.3pp | 76.6%+8.3pp | 69.3%+15.5pp |
| Annual return | 5.56% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,912 | $2,400-20.3% | $3,574-46.5% | $2,281-16.2% |
| Participant deferral / active EE | $3,850 | $2,709+42.1% | $3,712+3.7% | $3,203+20.2% |
| Admin fee / account holder | $8,018 | $3,581+123.9% | $5,332+50.4% | $4,296+86.7% |