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 | $41,999 | $153,772-72.7% | $133,980-68.7% | $273,961-84.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 19.61% | 36.51%-16.9pp | 29.30%-9.7pp | 41.45%-21.8pp |
| Employer contribution / active EE | $4,150 | $6,029-31.2% | $5,211-20.4% | $4,869-14.8% |
| Participant deferral / active EE | $4,152 | $6,958-40.3% | $6,282-33.9% | $5,287-21.5% |
| Admin fee / account holder | $553 | $11,765-95.3% | $9,324-94.1% | $10,132-94.5% |