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 | $51,480 | $60,349-14.7% | $74,183-30.6% | $62,891-18.1% |
| Participation rate | 84.0% | 72.7%+11.3pp | 76.6%+7.4pp | 69.3%+14.7pp |
| Annual return | 6.19% | 21.37%-15.2pp | 17.74%-11.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,800 | $1,680+7.1% | $2,370-24.0% | $2,281-21.1% |
| Participant deferral / active EE | $4,198 | $2,856+47.0% | $3,550+18.3% | $3,203+31.1% |
| Admin fee / account holder | $3,746 | $4,261-12.1% | $5,586-32.9% | $4,296-12.8% |