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 | $71,362 | $63,764+11.9% | $81,930-12.9% | $79,858-10.6% |
| Participation rate | 72.0% | 67.5%+4.5pp | 72.0%0pp | 69.6%+2.4pp |
| Annual return | 11.69% | 22.66%-11.0pp | 29.49%-17.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,262 | $1,795-29.7% | $4,310-70.7% | $2,471-48.9% |
| Participant deferral / active EE | $2,129 | $2,780-23.4% | $7,107-70.0% | $3,740-43.1% |
| Admin fee / account holder | $7,562 | $4,426+70.8% | $5,158+46.6% | $5,306+42.5% |