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 | $58,292 | $94,031-38.0% | $115,768-49.6% | $82,448-29.3% |
| Participation rate | 72.2% | 70.4%+1.8pp | 74.4%-2.2pp | 68.1%+4.2pp |
| Annual return | 17.52% | 20.61%-3.1pp | 100.46%-82.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,346 | $2,323-42.1% | $2,940-54.2% | $2,551-47.3% |
| Participant deferral / active EE | $4,132 | $3,972+4.0% | $4,917-16.0% | $4,139-0.2% |
| Admin fee / account holder | $1,117 | $10,249-89.1% | $12,439-91.0% | $7,234-84.6% |