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 | $58,245 | $84,233-30.9% | $170,442-65.8% | $70,131-16.9% |
| Participation rate | 84.7% | 70.8%+13.9pp | 83.6%+1.1pp | 69.5%+15.2pp |
| Annual return | 17.42% | 23.06%-5.6pp | 205.93%-188.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,245 | $3,387-63.2% | $5,433-77.1% | $2,342-46.9% |
| Participant deferral / active EE | $3,565 | $3,086+15.5% | $4,939-27.8% | $3,332+7.0% |
| Admin fee / account holder | $4,330 | $5,698-24.0% | $13,880-68.8% | $4,645-6.8% |