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 | $44,431 | $80,717-45.0% | $154,803-71.3% | $84,808-47.6% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 20.50% | 37.96%-17.5pp | 58.88%-38.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $3,191 | $2,761+15.6% | $4,305-25.9% | $2,631+21.3% |
| Participant deferral / active EE | $3,666 | $3,303+11.0% | $5,540-33.8% | $4,212-13.0% |
| Admin fee / account holder | $1,360 | $6,746-79.8% | $14,329-90.5% | $7,344-81.5% |