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 | $40,812 | $76,552-46.7% | $123,892-67.1% | $62,891-35.1% |
| Participation rate | 77.3% | 73.0%+4.3pp | 81.4%-4.1pp | 69.3%+8.0pp |
| Annual return | 12.07% | 18.68%-6.6pp | 47.52%-35.5pp | 20.14%-8.1pp |
| Employer contribution / active EE | $2,944 | $2,883+2.1% | $4,617-36.2% | $2,281+29.1% |
| Participant deferral / active EE | $8,101 | $4,840+67.4% | $5,984+35.4% | $3,203+152.9% |
| Admin fee / account holder | $5,221 | $4,826+8.2% | $8,357-37.5% | $4,296+21.5% |