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 | $46,608 | $67,411-30.9% | $91,001-48.8% | $70,131-33.5% |
| Participation rate | 95.2% | 71.4%+23.9pp | 75.6%+19.6pp | 69.5%+25.7pp |
| Annual return | 16.70% | -40.16%+56.9pp | 4.60%+12.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,395 | $1,786-21.9% | $2,456-43.2% | $2,342-40.5% |
| Participant deferral / active EE | $4,659 | $2,823+65.1% | $3,547+31.3% | $3,332+39.8% |
| Admin fee / account holder | $5,441 | $4,236+28.4% | $5,417+0.4% | $4,645+17.1% |