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 | $47,885 | $78,705-39.2% | $117,854-59.4% | $70,131-31.7% |
| Participation rate | 73.4% | 73.2%+0.2pp | 79.7%-6.2pp | 69.5%+3.9pp |
| Annual return | 13.28% | 23.30%-10.0pp | 335.08%-321.8pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,797 | $2,223-19.2% | $3,786-52.5% | $2,342-23.3% |
| Participant deferral / active EE | $3,502 | $3,297+6.2% | $4,482-21.9% | $3,332+5.1% |
| Admin fee / account holder | $3,652 | $5,065-27.9% | $8,020-54.5% | $4,645-21.4% |