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 | $43,987 | $93,571-53.0% | $135,903-67.6% | $75,163-41.5% |
| Participation rate | 82.2% | 75.2%+7.0pp | 81.9%+0.3pp | 67.2%+15.0pp |
| Annual return | 25.80% | 30.90%-5.1pp | 68.23%-42.4pp | 160.62%-134.8pp |
| Employer contribution / active EE | $1,889 | $3,537-46.6% | $4,856-61.1% | $2,670-29.2% |
| Participant deferral / active EE | $4,376 | $6,404-31.7% | $7,758-43.6% | $4,125+6.1% |
| Admin fee / account holder | $2,555 | $6,975-63.4% | $10,762-76.3% | $5,651-54.8% |