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 | $45,947 | $67,606-32.0% | $82,313-44.2% | $70,131-34.5% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.9%+5.2pp | 69.5%+12.6pp |
| Annual return | 22.44% | 21.57%+0.9pp | 25.88%-3.4pp | 73.14%-50.7pp |
| Employer contribution / active EE | $2,541 | $1,755+44.8% | $2,428+4.6% | $2,342+8.5% |
| Participant deferral / active EE | $3,526 | $2,987+18.1% | $3,706-4.9% | $3,332+5.8% |
| Admin fee / account holder | $1,618 | $4,512-64.1% | $5,608-71.2% | $4,645-65.2% |