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 | $43,777 | $53,018-17.4% | $70,014-37.5% | $62,891-30.4% |
| Participation rate | 78.0% | 67.2%+10.8pp | 71.8%+6.2pp | 69.3%+8.7pp |
| Annual return | 8.77% | 13.35%-4.6pp | 12.99%-4.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,337 | $1,799-25.7% | $2,338-42.8% | $2,281-41.4% |
| Participant deferral / active EE | $2,125 | $2,395-11.3% | $2,931-27.5% | $3,203-33.6% |
| Admin fee / account holder | $7,167 | $3,690+94.3% | $4,380+63.6% | $4,296+66.9% |