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 | $52,979 | $73,933-28.3% | $96,683-45.2% | $75,163-29.5% |
| Participation rate | 71.9% | 66.4%+5.5pp | 74.3%-2.5pp | 67.2%+4.7pp |
| Annual return | 14.43% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,435 | $2,928-16.8% | $3,737-34.8% | $2,670-8.8% |
| Participant deferral / active EE | $4,723 | $3,659+29.1% | $4,878-3.2% | $4,125+14.5% |
| Admin fee / account holder | $3,219 | $5,216-38.3% | $6,730-52.2% | $5,651-43.0% |