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 | $45,368 | $71,192-36.3% | $117,854-61.5% | $62,292-27.2% |
| Participation rate | 70.0% | 74.2%-4.2pp | 79.7%-9.7pp | 69.5%+0.5pp |
| Annual return | 19.30% | 18.66%+0.6pp | 335.08%-315.8pp | 28.90%-9.6pp |
| Employer contribution / active EE | $1,795 | $1,934-7.2% | $3,786-52.6% | $2,042-12.1% |
| Participant deferral / active EE | $3,501 | $3,189+9.8% | $4,482-21.9% | $3,169+10.5% |
| Admin fee / account holder | $896 | $587+52.5% | $8,020-88.8% | $479+86.9% |