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 | $44,959 | $54,380-17.3% | $68,509-34.4% | $59,632-24.6% |
| Participation rate | 77.7% | 70.2%+7.5pp | 74.7%+2.9pp | 68.7%+9.0pp |
| Annual return | 8.58% | 2.83%+5.7pp | 8.27%+0.3pp | 2041.28%-2032.7pp |
| Employer contribution / active EE | $2,309 | $1,539+50.1% | $2,278+1.4% | $2,203+4.8% |
| Participant deferral / active EE | $4,879 | $2,643+84.6% | $3,382+44.2% | $3,192+52.9% |
| Admin fee / account holder | $7,576 | $3,885+95.0% | $5,275+43.6% | $4,297+76.3% |