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 9-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 | $37,397 | $39,122-4.4% | $57,179-34.6% | $62,891-40.5% |
| Participation rate | 84.3% | 70.5%+13.8pp | 75.3%+9.0pp | 69.3%+15.0pp |
| Annual return | 5.11% | 9.23%-4.1pp | 14.59%-9.5pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,785 | $1,874-4.7% | $2,682-33.4% | $2,281-21.7% |
| Participant deferral / active EE | $3,244 | $2,374+36.7% | $3,096+4.8% | $3,203+1.3% |
| Admin fee / account holder | $4,586 | $2,592+76.9% | $3,139+46.1% | $4,296+6.8% |