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 | $29,112 | $48,076-39.4% | $78,689-63.0% | $62,891-53.7% |
| Participation rate | 79.1% | 65.2%+13.9pp | 73.6%+5.5pp | 69.3%+9.8pp |
| Annual return | 8.27% | 31.35%-23.1pp | 62.18%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,882 | $2,015-6.6% | $2,851-34.0% | $2,281-17.5% |
| Participant deferral / active EE | $4,072 | $2,588+57.4% | $3,517+15.8% | $3,203+27.1% |
| Admin fee / account holder | $1,296 | $3,207-59.6% | $4,510-71.3% | $4,296-69.8% |