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 | $49,009 | $117,983-58.5% | $101,794-51.9% | $142,382-65.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 17.39% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,929 | $2,773+5.6% | $2,289+27.9% | $4,299-31.9% |
| Participant deferral / active EE | $5,322 | $4,714+12.9% | $4,084+30.3% | $6,507-18.2% |
| Admin fee / account holder | $12,741 | $10,433+22.1% | $8,777+45.2% | $12,624+0.9% |