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 | $44,001 | $101,763-56.8% | $164,866-73.3% | $80,874-45.6% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 16.55% | 16.73%-0.2pp | 69.97%-53.4pp | 35.62%-19.1pp |
| Employer contribution / active EE | $4,830 | $2,954+63.5% | $4,343+11.2% | $2,756+75.3% |
| Participant deferral / active EE | $3,020 | $4,477-32.5% | $6,033-49.9% | $4,297-29.7% |
| Admin fee / account holder | $3,162 | $8,228-61.6% | $12,689-75.1% | $6,935-54.4% |