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 | $49,516 | $73,933-33.0% | $96,683-48.8% | $75,163-34.1% |
| Participation rate | 72.7% | 66.4%+6.3pp | 74.3%-1.6pp | 67.2%+5.5pp |
| Annual return | 20.89% | 26.70%-5.8pp | 35.69%-14.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,699 | $2,928+26.3% | $3,737-1.0% | $2,670+38.6% |
| Participant deferral / active EE | $6,514 | $3,659+78.0% | $4,878+33.5% | $4,125+57.9% |
| Admin fee / account holder | $3,699 | $5,216-29.1% | $6,730-45.0% | $5,651-34.5% |