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 6-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 | $38,821 | $43,327-10.4% | $59,878-35.2% | $64,186-39.5% |
| Participation rate | 79.2% | 69.2%+10.1pp | 74.7%+4.5pp | 69.6%+9.7pp |
| Annual return | 38.20% | -1.55%+39.7pp | 3.46%+34.7pp | 7.63%+30.6pp |
| Employer contribution / active EE | $2,712 | $2,028+33.7% | $2,722-0.3% | $2,381+13.9% |
| Participant deferral / active EE | $2,357 | $2,546-7.4% | $3,402-30.7% | $3,470-32.1% |
| Admin fee / account holder | $1,150 | $3,005-61.7% | $3,590-68.0% | $4,888-76.5% |