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 | $46,034 | $48,076-4.2% | $78,689-41.5% | $62,891-26.8% |
| Participation rate | 92.0% | 65.2%+26.8pp | 73.6%+18.4pp | 69.3%+22.7pp |
| Annual return | 9.61% | 31.35%-21.7pp | 62.18%-52.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $3,866 | $2,015+91.9% | $2,851+35.6% | $2,281+69.5% |
| Participant deferral / active EE | $3,971 | $2,588+53.5% | $3,517+12.9% | $3,203+24.0% |
| Admin fee / account holder | $712 | $3,207-77.8% | $4,510-84.2% | $4,296-83.4% |