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 | $41,859 | $48,076-12.9% | $78,689-46.8% | $62,891-33.4% |
| Participation rate | 80.9% | 65.2%+15.6pp | 73.6%+7.3pp | 69.3%+11.5pp |
| Annual return | 5.68% | 31.35%-25.7pp | 62.18%-56.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,128 | $2,015-44.0% | $2,851-60.4% | $2,281-50.5% |
| Participant deferral / active EE | $2,827 | $2,588+9.2% | $3,517-19.6% | $3,203-11.7% |
| Admin fee / account holder | $3,972 | $3,207+23.8% | $4,510-11.9% | $4,296-7.5% |