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 | $41,444 | $93,071-55.5% | $74,583-44.4% | $273,961-84.9% |
| Participation rate | 73.7% | 74.9%-1.3pp | 68.1%+5.6pp | 83.0%-9.3pp |
| Annual return | 7.23% | 26.18%-18.9pp | 20.47%-13.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $5,838 | $3,160+84.8% | $2,525+131.2% | $4,869+19.9% |
| Participant deferral / active EE | $3,624 | $4,160-12.9% | $3,458+4.8% | $5,287-31.5% |
| Admin fee / account holder | $2,320 | $5,272-56.0% | $4,138-43.9% | $10,132-77.1% |