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 | $43,311 | $109,413-60.4% | $156,263-72.3% | $84,808-48.9% |
| Participation rate | 91.7% | 72.7%+19.0pp | 78.9%+12.8pp | 68.3%+23.4pp |
| Annual return | 14.33% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,349 | $2,907-19.2% | $4,333-45.8% | $2,631-10.7% |
| Participant deferral / active EE | $5,618 | $4,590+22.4% | $6,158-8.8% | $4,212+33.4% |
| Admin fee / account holder | $10,126 | $9,357+8.2% | $14,255-29.0% | $7,344+37.9% |