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 | $58,403 | $103,949-43.8% | $69,182-15.6% | $273,961-78.7% |
| Participation rate | 86.7% | 67.4%+19.3pp | 55.1%+31.6pp | 83.0%+3.7pp |
| Annual return | 9.04% | 35.28%-26.2pp | -21.93%+31.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,870 | $1,783+4.9% | $1,206+55.0% | $4,869-61.6% |
| Participant deferral / active EE | $4,109 | $2,716+51.3% | $1,897+116.6% | $5,287-22.3% |
| Admin fee / account holder | $2,445 | $3,671-33.4% | $2,697-9.3% | $10,132-75.9% |