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 | $54,562 | $93,571-41.7% | $135,903-59.9% | $75,163-27.4% |
| Participation rate | 77.1% | 75.2%+2.0pp | 81.9%-4.8pp | 67.2%+10.0pp |
| Annual return | 20.47% | 30.90%-10.4pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,739 | $3,537+5.7% | $4,856-23.0% | $2,670+40.0% |
| Participant deferral / active EE | $6,981 | $6,404+9.0% | $7,758-10.0% | $4,125+69.2% |
| Admin fee / account holder | $7,755 | $6,975+11.2% | $10,762-27.9% | $5,651+37.2% |