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 | $40,420 | $49,227-17.9% | $70,449-42.6% | $79,858-49.4% |
| Participation rate | 84.6% | 69.2%+15.4pp | 75.1%+9.6pp | 69.6%+15.0pp |
| Annual return | 10.65% | 30.06%-19.4pp | 109.03%-98.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,299 | $2,099-38.1% | $2,737-52.5% | $2,471-47.4% |
| Participant deferral / active EE | $3,549 | $2,768+28.2% | $3,709-4.3% | $3,740-5.1% |
| Admin fee / account holder | $2,171 | $2,878-24.6% | $3,845-43.5% | $5,306-59.1% |