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 | $48,352 | $95,803-49.5% | $113,168-57.3% | $84,808-43.0% |
| Participation rate | 82.1% | 72.9%+9.2pp | 76.6%+5.5pp | 68.3%+13.7pp |
| Annual return | 21.60% | 25.00%-3.4pp | 24.27%-2.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,414 | $2,360+2.3% | $2,975-18.9% | $2,631-8.2% |
| Participant deferral / active EE | $4,058 | $4,242-4.3% | $5,107-20.5% | $4,212-3.7% |
| Admin fee / account holder | $2,645 | $8,989-70.6% | $12,068-78.1% | $7,344-64.0% |