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 | $50,427 | $86,922-42.0% | $102,438-50.8% | $80,874-37.6% |
| Participation rate | 73.3% | 72.4%+1.0pp | 76.5%-3.2pp | 67.6%+5.7pp |
| Annual return | 10.91% | 18.90%-8.0pp | 29.37%-18.5pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,508 | $2,369-36.4% | $3,024-50.1% | $2,756-45.3% |
| Participant deferral / active EE | $2,401 | $4,119-41.7% | $5,054-52.5% | $4,297-44.1% |
| Admin fee / account holder | $10,346 | $8,050+28.5% | $9,448+9.5% | $6,935+49.2% |