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 | $35,834 | $78,422-54.3% | $95,952-62.7% | $79,858-55.1% |
| Participation rate | 74.0% | 73.5%+0.5pp | 77.1%-3.0pp | 69.6%+4.4pp |
| Annual return | 10.77% | 19.37%-8.6pp | 91.61%-80.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,802 | $1,945-7.4% | $2,541-29.1% | $2,471-27.1% |
| Participant deferral / active EE | $3,462 | $3,440+0.6% | $4,167-16.9% | $3,740-7.4% |
| Admin fee / account holder | $2,117 | $5,622-62.3% | $6,795-68.8% | $5,306-60.1% |