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 | $45,519 | $86,286-47.2% | $111,297-59.1% | $85,850-47.0% |
| Participation rate | 81.3% | 73.3%+8.0pp | 77.3%+4.0pp | 69.3%+12.0pp |
| Annual return | 20.58% | 19.99%+0.6pp | 54.65%-34.1pp | 318.53%-298.0pp |
| Employer contribution / active EE | $1,938 | $2,043-5.2% | $2,731-29.1% | $2,565-24.5% |
| Participant deferral / active EE | $3,853 | $3,641+5.8% | $4,487-14.1% | $3,952-2.5% |
| Admin fee / account holder | $659 | $8,188-91.9% | $7,964-91.7% | $6,260-89.5% |