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 | $49,482 | $78,422-36.9% | $95,952-48.4% | $79,858-38.0% |
| Participation rate | 72.5% | 73.5%-1.0pp | 77.1%-4.6pp | 69.6%+2.9pp |
| Annual return | 16.71% | 19.37%-2.7pp | 91.61%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,405 | $1,945-27.8% | $2,541-44.7% | $2,471-43.2% |
| Participant deferral / active EE | $3,133 | $3,440-8.9% | $4,167-24.8% | $3,740-16.2% |
| Admin fee / account holder | $1,495 | $5,622-73.4% | $6,795-78.0% | $5,306-71.8% |