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 | $56,889 | $73,933-23.1% | $96,683-41.2% | $75,163-24.3% |
| Participation rate | 76.9% | 66.4%+10.5pp | 74.3%+2.6pp | 67.2%+9.7pp |
| Annual return | 17.06% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,083 | $2,928+5.3% | $3,737-17.5% | $2,670+15.5% |
| Participant deferral / active EE | $5,252 | $3,659+43.5% | $4,878+7.7% | $4,125+27.3% |
| Admin fee / account holder | $1,464 | $5,216-71.9% | $6,730-78.3% | $5,651-74.1% |