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 | $39,311 | $73,933-46.8% | $96,683-59.3% | $75,163-47.7% |
| Participation rate | 81.6% | 66.4%+15.2pp | 74.3%+7.2pp | 67.2%+14.4pp |
| Annual return | 24.60% | 26.70%-2.1pp | 35.69%-11.1pp | 160.62%-136.0pp |
| Employer contribution / active EE | $2,120 | $2,928-27.6% | $3,737-43.3% | $2,670-20.6% |
| Participant deferral / active EE | $3,940 | $3,659+7.7% | $4,878-19.2% | $4,125-4.5% |
| Admin fee / account holder | $1,705 | $5,216-67.3% | $6,730-74.7% | $5,651-69.8% |