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 | $54,253 | $80,968-33.0% | $96,544-43.8% | $75,163-27.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.92% | 27.06%-7.1pp | 25.84%-5.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,243 | $2,282-1.7% | $2,965-24.4% | $2,670-16.0% |
| Participant deferral / active EE | $4,699 | $3,928+19.6% | $4,851-3.1% | $4,125+13.9% |
| Admin fee / account holder | $2,361 | $6,724-64.9% | $8,252-71.4% | $5,651-58.2% |