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 | $43,183 | $80,968-46.7% | $96,544-55.3% | $75,163-42.5% |
| Participation rate | 84.4% | 71.8%+12.6pp | 76.0%+8.4pp | 67.2%+17.2pp |
| Annual return | 16.08% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,806 | $2,282-20.9% | $2,965-39.1% | $2,670-32.4% |
| Participant deferral / active EE | $3,256 | $3,928-17.1% | $4,851-32.9% | $4,125-21.1% |
| Admin fee / account holder | $3,340 | $6,724-50.3% | $8,252-59.5% | $5,651-40.9% |