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 | $44,837 | $163,101-72.5% | $136,749-67.2% | $142,382-68.5% |
| Participation rate | 84.2% | 78.2%+6.0pp | 72.1%+12.1pp | 80.1%+4.1pp |
| Annual return | 21.72% | 27.54%-5.8pp | 24.33%-2.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,932 | $4,117-28.8% | $3,400-13.8% | $4,299-31.8% |
| Participant deferral / active EE | $4,491 | $5,585-19.6% | $4,692-4.3% | $6,507-31.0% |
| Admin fee / account holder | $1,701 | $14,318-88.1% | $11,386-85.1% | $12,624-86.5% |