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 | $48,821 | $96,956-49.6% | $70,014-30.3% | $273,961-82.2% |
| Participation rate | 88.9% | 77.1%+11.8pp | 71.8%+17.1pp | 83.0%+5.9pp |
| Annual return | 10.90% | 12.93%-2.0pp | 12.99%-2.1pp | 41.45%-30.6pp |
| Employer contribution / active EE | $2,250 | $3,316-32.1% | $2,338-3.8% | $4,869-53.8% |
| Participant deferral / active EE | $5,966 | $3,744+59.4% | $2,931+103.6% | $5,287+12.8% |
| Admin fee / account holder | $1,528 | $7,934-80.7% | $4,380-65.1% | $10,132-84.9% |