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 | $47,180 | $67,606-30.2% | $82,313-42.7% | $70,131-32.7% |
| Participation rate | 90.2% | 72.8%+17.5pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 17.85% | 21.57%-3.7pp | 25.88%-8.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,144 | $1,755+22.2% | $2,428-11.7% | $2,342-8.5% |
| Participant deferral / active EE | $3,759 | $2,987+25.8% | $3,706+1.4% | $3,332+12.8% |
| Admin fee / account holder | $714 | $4,512-84.2% | $5,608-87.3% | $4,645-84.6% |