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 | $28,313 | $57,065-50.4% | $75,670-62.6% | $70,131-59.6% |
| Participation rate | 79.5% | 68.1%+11.4pp | 72.3%+7.1pp | 69.5%+9.9pp |
| Annual return | 15.12% | 23.57%-8.4pp | 27.34%-12.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,051 | $1,817+12.9% | $2,352-12.8% | $2,342-12.4% |
| Participant deferral / active EE | $2,453 | $2,580-4.9% | $3,142-22.0% | $3,332-26.4% |
| Admin fee / account holder | $1,495 | $3,825-60.9% | $5,800-74.2% | $4,645-67.8% |