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 | $58,984 | $78,422-24.8% | $95,952-38.5% | $79,858-26.1% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 10.12% | 19.37%-9.2pp | 91.61%-81.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,528 | $1,945-21.5% | $2,541-39.9% | $2,471-38.2% |
| Participant deferral / active EE | $3,811 | $3,440+10.8% | $4,167-8.5% | $3,740+1.9% |
| Admin fee / account holder | $2,604 | $5,622-53.7% | $6,795-61.7% | $5,306-50.9% |