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 | $54,836 | $76,552-28.4% | $123,892-55.7% | $62,891-12.8% |
| Participation rate | 86.2% | 73.0%+13.2pp | 81.4%+4.8pp | 69.3%+16.9pp |
| Annual return | 6.39% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,449 | $2,883-15.1% | $4,617-47.0% | $2,281+7.3% |
| Participant deferral / active EE | $3,277 | $4,840-32.3% | $5,984-45.2% | $3,203+2.3% |
| Admin fee / account holder | $408 | $4,826-91.6% | $8,357-95.1% | $4,296-90.5% |