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 | $46,460 | $60,349-23.0% | $74,183-37.4% | $62,891-26.1% |
| Participation rate | 87.8% | 72.7%+15.0pp | 76.6%+11.1pp | 69.3%+18.4pp |
| Annual return | 8.92% | 21.37%-12.5pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,057 | $1,680+22.4% | $2,370-13.2% | $2,281-9.8% |
| Participant deferral / active EE | $2,928 | $2,856+2.5% | $3,550-17.5% | $3,203-8.6% |
| Admin fee / account holder | $473 | $4,261-88.9% | $5,586-91.5% | $4,296-89.0% |