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 | $45,770 | $80,968-43.5% | $96,544-52.6% | $75,163-39.1% |
| Participation rate | 74.4% | 71.8%+2.7pp | 76.0%-1.5pp | 67.2%+7.2pp |
| Annual return | 14.63% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,026 | $2,282-11.2% | $2,965-31.7% | $2,670-24.1% |
| Participant deferral / active EE | $4,405 | $3,928+12.2% | $4,851-9.2% | $4,125+6.8% |
| Admin fee / account holder | $5,463 | $6,724-18.8% | $8,252-33.8% | $5,651-3.3% |