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 | $57,525 | $80,968-29.0% | $96,544-40.4% | $75,163-23.5% |
| Participation rate | 73.7% | 71.8%+1.9pp | 76.0%-2.3pp | 67.2%+6.5pp |
| Annual return | 20.07% | 27.06%-7.0pp | 25.84%-5.8pp | 160.62%-140.5pp |
| Employer contribution / active EE | $3,437 | $2,282+50.6% | $2,965+15.9% | $2,670+28.7% |
| Participant deferral / active EE | $8,089 | $3,928+105.9% | $4,851+66.7% | $4,125+96.1% |
| Admin fee / account holder | $663 | $6,724-90.1% | $8,252-92.0% | $5,651-88.3% |