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 | $40,657 | $69,977-41.9% | $108,579-62.6% | $62,891-35.4% |
| Participation rate | 83.9% | 72.9%+11.0pp | 79.6%+4.4pp | 69.3%+14.6pp |
| Annual return | 6.79% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,579 | $2,135+67.6% | $3,758-4.8% | $2,281+56.9% |
| Participant deferral / active EE | $3,686 | $3,165+16.5% | $4,311-14.5% | $3,203+15.1% |
| Admin fee / account holder | $559 | $5,076-89.0% | $7,645-92.7% | $4,296-87.0% |