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 | $43,798 | $80,968-45.9% | $96,544-54.6% | $75,163-41.7% |
| Participation rate | 78.0% | 71.8%+6.2pp | 76.0%+2.0pp | 67.2%+10.8pp |
| Annual return | 15.40% | 27.06%-11.7pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,191 | $2,282+39.8% | $2,965+7.6% | $2,670+19.5% |
| Participant deferral / active EE | $4,510 | $3,928+14.8% | $4,851-7.0% | $4,125+9.3% |
| Admin fee / account holder | $613 | $6,724-90.9% | $8,252-92.6% | $5,651-89.2% |