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 | $38,752 | $45,035-14.0% | $62,995-38.5% | $70,131-44.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.18% | 18.76%-4.6pp | 87.57%-73.4pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,823 | $2,051-11.1% | $2,759-33.9% | $2,342-22.2% |
| Participant deferral / active EE | $1,827 | $2,465-25.9% | $3,329-45.1% | $3,332-45.2% |
| Admin fee / account holder | $3,929 | $2,834+38.6% | $3,600+9.1% | $4,645-15.4% |