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 | $41,022 | $93,571-56.2% | $135,903-69.8% | $75,163-45.4% |
| Participation rate | 86.2% | 75.2%+11.0pp | 81.9%+4.3pp | 67.2%+19.0pp |
| Annual return | 27.39% | 30.90%-3.5pp | 68.23%-40.8pp | 160.62%-133.2pp |
| Employer contribution / active EE | $3,807 | $3,537+7.7% | $4,856-21.6% | $2,670+42.6% |
| Participant deferral / active EE | $8,260 | $6,404+29.0% | $7,758+6.5% | $4,125+100.2% |
| Admin fee / account holder | $2,641 | $6,975-62.1% | $10,762-75.5% | $5,651-53.3% |