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 | $49,548 | $76,367-35.1% | $93,606-47.1% | $72,985-32.1% |
| Participation rate | 83.9% | 71.7%+12.1pp | 75.8%+8.0pp | 69.5%+14.4pp |
| Annual return | 18.36% | 25.82%-7.5pp | 32.76%-14.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $4,104 | $2,275+80.4% | $2,718+51.0% | $2,440+68.2% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,735 | $6,838-60.0% | $7,888-65.3% | $5,124-46.6% |