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 | $50,012 | $62,586-20.1% | $76,768-34.9% | $64,186-22.1% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | 10.07% | -1.95%+12.0pp | 2.43%+7.6pp | 7.63%+2.4pp |
| Employer contribution / active EE | $1,356 | $1,832-26.0% | $2,485-45.4% | $2,381-43.0% |
| Participant deferral / active EE | $3,990 | $3,145+26.9% | $3,852+3.6% | $3,470+15.0% |
| Admin fee / account holder | $761 | $4,667-83.7% | $6,675-88.6% | $4,888-84.4% |