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 | $51,647 | $76,367-32.4% | $93,606-44.8% | $72,985-29.2% |
| Participation rate | 94.5% | 71.7%+22.8pp | 75.8%+18.7pp | 69.5%+25.1pp |
| Annual return | 17.57% | 25.82%-8.2pp | 32.76%-15.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,705 | $2,275-25.1% | $2,718-37.3% | $2,440-30.1% |
| Participant deferral / active EE | $3,004 | $3,538-15.1% | $4,069-26.2% | $3,607-16.7% |
| Admin fee / account holder | $892 | $6,838-87.0% | $7,888-88.7% | $5,124-82.6% |