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 | $25,926 | $43,327-40.2% | $59,878-56.7% | $64,186-59.6% |
| Participation rate | 77.1% | 69.2%+7.9pp | 74.7%+2.4pp | 69.6%+7.5pp |
| Annual return | 9.11% | -1.55%+10.7pp | 3.46%+5.6pp | 7.63%+1.5pp |
| Employer contribution / active EE | $2,354 | $2,028+16.1% | $2,722-13.5% | $2,381-1.1% |
| Participant deferral / active EE | $934 | $2,546-63.3% | $3,402-72.5% | $3,470-73.1% |
| Admin fee / account holder | $2,692 | $3,005-10.4% | $3,590-25.0% | $4,888-44.9% |