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 | $45,917 | $73,867-37.8% | $143,757-68.1% | $68,494-33.0% |
| Participation rate | 86.2% | 66.7%+19.6pp | 80.3%+5.9pp | 67.9%+18.3pp |
| Annual return | 14.78% | 1.01%+13.8pp | -0.04%+14.8pp | -7.84%+22.6pp |
| Employer contribution / active EE | $3,190 | $3,184+0.2% | $4,951-35.6% | $2,596+22.9% |
| Participant deferral / active EE | $3,250 | $3,384-4.0% | $5,637-42.4% | $4,027-19.3% |
| Admin fee / account holder | $675 | $5,755-88.3% | $14,673-95.4% | $5,403-87.5% |