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 | $47,128 | $61,660-23.6% | $80,019-41.1% | $64,186-26.6% |
| Participation rate | 96.0% | 71.7%+24.3pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 7.89% | -0.33%+8.2pp | 11.22%-3.3pp | 7.63%+0.3pp |
| Employer contribution / active EE | $1,052 | $1,810-41.9% | $2,468-57.4% | $2,381-55.8% |
| Participant deferral / active EE | $3,127 | $2,968+5.4% | $3,686-15.2% | $3,470-9.9% |
| Admin fee / account holder | $867 | $5,417-84.0% | $6,521-86.7% | $4,888-82.3% |