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 | $57,483 | $78,422-26.7% | $95,952-40.1% | $79,858-28.0% |
| Participation rate | 76.3% | 73.5%+2.8pp | 77.1%-0.8pp | 69.6%+6.6pp |
| Annual return | 15.19% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,198 | $1,945+13.0% | $2,541-13.5% | $2,471-11.0% |
| Participant deferral / active EE | $3,812 | $3,440+10.8% | $4,167-8.5% | $3,740+1.9% |
| Admin fee / account holder | $1,015 | $5,622-81.9% | $6,795-85.1% | $5,306-80.9% |