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 | $47,811 | $80,968-41.0% | $96,544-50.5% | $75,163-36.4% |
| Participation rate | 73.1% | 71.8%+1.3pp | 76.0%-2.9pp | 67.2%+5.9pp |
| Annual return | 14.71% | 27.06%-12.4pp | 25.84%-11.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,592 | $2,282-30.2% | $2,965-46.3% | $2,670-40.4% |
| Participant deferral / active EE | $3,169 | $3,928-19.3% | $4,851-34.7% | $4,125-23.2% |
| Admin fee / account holder | $7,611 | $6,724+13.2% | $8,252-7.8% | $5,651+34.7% |