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 | $25,347 | $56,897-55.5% | $84,750-70.1% | $62,891-59.7% |
| Participation rate | 84.7% | 68.5%+16.2pp | 76.6%+8.2pp | 69.3%+15.4pp |
| Annual return | 10.34% | 6.30%+4.0pp | 22.78%-12.4pp | 20.14%-9.8pp |
| Employer contribution / active EE | $3,398 | $2,400+41.6% | $3,574-4.9% | $2,281+49.0% |
| Participant deferral / active EE | $1,366 | $2,709-49.6% | $3,712-63.2% | $3,203-57.4% |
| Admin fee / account holder | $2,431 | $3,581-32.1% | $5,332-54.4% | $4,296-43.4% |