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 | $43,462 | $67,411-35.5% | $91,001-52.2% | $70,131-38.0% |
| Participation rate | 81.5% | 71.4%+10.1pp | 75.6%+5.9pp | 69.5%+11.9pp |
| Annual return | 20.03% | -40.16%+60.2pp | 4.60%+15.4pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,402 | $1,786-21.5% | $2,456-42.9% | $2,342-40.1% |
| Participant deferral / active EE | $1,998 | $2,823-29.2% | $3,547-43.7% | $3,332-40.0% |
| Admin fee / account holder | $618 | $4,236-85.4% | $5,417-88.6% | $4,645-86.7% |