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 | $41,308 | $45,073-8.4% | $69,455-40.5% | $72,985-43.4% |
| Participation rate | 88.2% | 68.5%+19.7pp | 74.6%+13.5pp | 69.5%+18.7pp |
| Annual return | 8.32% | 22.65%-14.3pp | 28.97%-20.6pp | 81.00%-72.7pp |
| Employer contribution / active EE | $1,145 | $2,054-44.3% | $2,779-58.8% | $2,440-53.1% |
| Participant deferral / active EE | $2,403 | $2,602-7.6% | $3,535-32.0% | $3,607-33.4% |
| Admin fee / account holder | $2,859 | $3,056-6.4% | $3,839-25.5% | $5,124-44.2% |