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 | $34,567 | $43,327-20.2% | $59,878-42.3% | $64,186-46.1% |
| Participation rate | 85.3% | 69.2%+16.1pp | 74.7%+10.6pp | 69.6%+15.7pp |
| Annual return | 8.88% | -1.55%+10.4pp | 3.46%+5.4pp | 7.63%+1.3pp |
| Employer contribution / active EE | $1,110 | $2,028-45.3% | $2,722-59.2% | $2,381-53.4% |
| Participant deferral / active EE | $1,782 | $2,546-30.0% | $3,402-47.6% | $3,470-48.6% |
| Admin fee / account holder | $2,950 | $3,005-1.8% | $3,590-17.8% | $4,888-39.7% |