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 | $50,871 | $83,477-39.1% | $125,175-59.4% | $72,985-30.3% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 68.78% | 25.78%+43.0pp | 43.79%+25.0pp | 81.00%-12.2pp |
| Employer contribution / active EE | $3,638 | $2,345+55.1% | $3,865-5.9% | $2,440+49.1% |
| Participant deferral / active EE | $3,435 | $3,585-4.2% | $4,937-30.4% | $3,607-4.8% |
| Admin fee / account holder | $1,481 | $5,517-73.2% | $9,702-84.7% | $5,124-71.1% |