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 | $53,603 | $61,605-13.0% | $112,229-52.2% | $75,163-28.7% |
| Participation rate | 74.0% | 61.7%+12.3pp | 72.4%+1.6pp | 67.2%+6.8pp |
| Annual return | 15.35% | 28.47%-13.1pp | 30.20%-14.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,790 | $2,015+38.4% | $3,430-18.7% | $2,670+4.5% |
| Participant deferral / active EE | $3,893 | $3,108+25.2% | $4,798-18.9% | $4,125-5.6% |
| Admin fee / account holder | $617 | $4,862-87.3% | $7,748-92.0% | $5,651-89.1% |