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 | $51,053 | $70,475-27.6% | $100,516-49.2% | $79,858-36.1% |
| Participation rate | 85.7% | 73.7%+12.1pp | 79.4%+6.3pp | 69.6%+16.1pp |
| Annual return | 26.10% | 21.90%+4.2pp | 30.89%-4.8pp | 31.71%-5.6pp |
| Employer contribution / active EE | $2,104 | $2,165-2.8% | $3,418-38.4% | $2,471-14.8% |
| Participant deferral / active EE | $3,638 | $5,181-29.8% | $6,270-42.0% | $3,740-2.7% |
| Admin fee / account holder | $678 | $4,478-84.9% | $8,081-91.6% | $5,306-87.2% |