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 | $44,134 | $45,035-2.0% | $62,995-29.9% | $70,131-37.1% |
| Participation rate | 71.4% | 69.5%+1.9pp | 74.8%-3.4pp | 69.5%+1.9pp |
| Annual return | 19.20% | 18.76%+0.4pp | 87.57%-68.4pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,505 | $2,051-26.6% | $2,759-45.5% | $2,342-35.8% |
| Participant deferral / active EE | $2,684 | $2,465+8.9% | $3,329-19.4% | $3,332-19.5% |
| Admin fee / account holder | $8,508 | $2,834+200.2% | $3,600+136.3% | $4,645+83.2% |