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 | $42,239 | $81,248-48.0% | $155,509-72.8% | $80,856-47.8% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 10.83% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,008 | $3,100-35.2% | $4,672-57.0% | $2,755-27.1% |
| Participant deferral / active EE | $2,705 | $3,452-21.6% | $5,626-51.9% | $4,296-37.0% |
| Admin fee / account holder | $2,183 | $7,997-72.7% | $15,912-86.3% | $6,918-68.5% |