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 | $46,769 | $78,422-40.4% | $95,952-51.3% | $79,858-41.4% |
| Participation rate | 82.1% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.5pp |
| Annual return | 14.46% | 19.37%-4.9pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,796 | $1,945-7.7% | $2,541-29.3% | $2,471-27.3% |
| Participant deferral / active EE | $3,362 | $3,440-2.3% | $4,167-19.3% | $3,740-10.1% |
| Admin fee / account holder | $7,159 | $5,622+27.3% | $6,795+5.4% | $5,306+34.9% |