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 | $39,501 | $43,327-8.8% | $59,878-34.0% | $64,186-38.5% |
| Participation rate | 88.0% | 69.2%+18.8pp | 74.7%+13.3pp | 69.6%+18.4pp |
| Annual return | 10.29% | -1.55%+11.8pp | 3.46%+6.8pp | 7.63%+2.7pp |
| Employer contribution / active EE | $632 | $2,028-68.8% | $2,722-76.8% | $2,381-73.4% |
| Participant deferral / active EE | $2,401 | $2,546-5.7% | $3,402-29.4% | $3,470-30.8% |
| Admin fee / account holder | $4,191 | $3,005+39.5% | $3,590+16.7% | $4,888-14.3% |