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 | $30,346 | $45,073-32.7% | $69,455-56.3% | $72,985-58.4% |
| Participation rate | 77.3% | 68.5%+8.8pp | 74.6%+2.7pp | 69.5%+7.8pp |
| Annual return | 22.18% | 22.65%-0.5pp | 28.97%-6.8pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,338 | $2,054-34.9% | $2,779-51.9% | $2,440-45.2% |
| Participant deferral / active EE | $3,063 | $2,602+17.7% | $3,535-13.4% | $3,607-15.1% |
| Admin fee / account holder | $3,192 | $3,056+4.5% | $3,839-16.9% | $5,124-37.7% |