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 | $60,845 | $83,477-27.1% | $125,175-51.4% | $72,985-16.6% |
| Participation rate | 74.2% | 73.3%+0.8pp | 79.8%-5.6pp | 69.5%+4.7pp |
| Annual return | 22.17% | 25.78%-3.6pp | 43.79%-21.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,124 | $2,345-9.4% | $3,865-45.0% | $2,440-12.9% |
| Participant deferral / active EE | $4,256 | $3,585+18.7% | $4,937-13.8% | $3,607+18.0% |
| Admin fee / account holder | $5,545 | $5,517+0.5% | $9,702-42.8% | $5,124+8.2% |