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 | $58,167 | $78,422-25.8% | $95,952-39.4% | $79,858-27.2% |
| Participation rate | 70.4% | 73.5%-3.1pp | 77.1%-6.7pp | 69.6%+0.7pp |
| Annual return | 23.56% | 19.37%+4.2pp | 91.61%-68.0pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,445 | $1,945+25.7% | $2,541-3.8% | $2,471-1.0% |
| Participant deferral / active EE | $4,989 | $3,440+45.0% | $4,167+19.7% | $3,740+33.4% |
| Admin fee / account holder | $4,779 | $5,622-15.0% | $6,795-29.7% | $5,306-9.9% |