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 9-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 | $44,088 | $62,586-29.6% | $76,768-42.6% | $64,186-31.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 8.53% | -1.95%+10.5pp | 2.43%+6.1pp | 7.63%+0.9pp |
| Employer contribution / active EE | $2,372 | $1,832+29.5% | $2,485-4.5% | $2,381-0.4% |
| Participant deferral / active EE | $2,759 | $3,145-12.3% | $3,852-28.4% | $3,470-20.5% |
| Admin fee / account holder | $8,293 | $4,667+77.7% | $6,675+24.2% | $4,888+69.7% |