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 | $46,360 | $76,552-39.4% | $123,892-62.6% | $62,891-26.3% |
| Participation rate | 81.3% | 73.0%+8.3pp | 81.4%-0.2pp | 69.3%+11.9pp |
| Annual return | 8.19% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,142 | $2,883-25.7% | $4,617-53.6% | $2,281-6.1% |
| Participant deferral / active EE | $4,628 | $4,840-4.4% | $5,984-22.7% | $3,203+44.5% |
| Admin fee / account holder | $10,094 | $4,826+109.2% | $8,357+20.8% | $4,296+135.0% |