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 | $46,769 | $176,812-73.5% | $146,665-68.1% | $167,490-72.1% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 13.96% | 24.03%-10.1pp | 22.74%-8.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,701 | $5,160-67.0% | $4,136-58.9% | $4,837-64.8% |
| Participant deferral / active EE | $4,039 | $6,440-37.3% | $5,506-26.6% | $6,341-36.3% |
| Admin fee / account holder | $2,461 | $13,259-81.4% | $10,280-76.1% | $12,309-80.0% |