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 | $17,964 | $161,352-88.9% | $134,172-86.6% | $137,256-86.9% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.5%+10.9pp | 80.0%+3.4pp |
| Annual return | 16.13% | 28.72%-12.6pp | 25.30%-9.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,510 | $4,099-14.4% | $3,420+2.6% | $4,156-15.5% |
| Participant deferral / active EE | $2,033 | $5,552-63.4% | $4,690-56.7% | $6,407-68.3% |
| Admin fee / account holder | $2,354 | $15,028-84.3% | $12,016-80.4% | $12,270-80.8% |