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 | $34,846 | $76,552-54.5% | $123,892-71.9% | $62,891-44.6% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 14.52% | 18.68%-4.2pp | 47.52%-33.0pp | 20.14%-5.6pp |
| Employer contribution / active EE | $5,178 | $2,883+79.6% | $4,617+12.2% | $2,281+127.0% |
| Participant deferral / active EE | $8,126 | $4,840+67.9% | $5,984+35.8% | $3,203+153.7% |
| Admin fee / account holder | $1,867 | $4,826-61.3% | $8,357-77.7% | $4,296-56.5% |