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 | $51,461 | $78,422-34.4% | $95,952-46.4% | $79,858-35.6% |
| Participation rate | 72.0% | 73.5%-1.5pp | 77.1%-5.1pp | 69.6%+2.4pp |
| Annual return | 18.16% | 19.37%-1.2pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $956 | $1,945-50.9% | $2,541-62.4% | $2,471-61.3% |
| Participant deferral / active EE | $2,938 | $3,440-14.6% | $4,167-29.5% | $3,740-21.4% |
| Admin fee / account holder | $910 | $5,622-83.8% | $6,795-86.6% | $5,306-82.9% |