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 | $55,433 | $73,933-25.0% | $96,683-42.7% | $75,163-26.2% |
| Participation rate | 70.4% | 66.4%+3.9pp | 74.3%-4.0pp | 67.2%+3.2pp |
| Annual return | 15.18% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $3,176 | $2,928+8.5% | $3,737-15.0% | $2,670+19.0% |
| Participant deferral / active EE | $6,445 | $3,659+76.1% | $4,878+32.1% | $4,125+56.2% |
| Admin fee / account holder | $11,300 | $5,216+116.6% | $6,730+67.9% | $5,651+100.0% |