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 | $49,819 | $73,933-32.6% | $96,683-48.5% | $75,163-33.7% |
| Participation rate | 70.6% | 66.4%+4.2pp | 74.3%-3.8pp | 67.2%+3.4pp |
| Annual return | 15.64% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,263 | $2,928-22.7% | $3,737-39.4% | $2,670-15.2% |
| Participant deferral / active EE | $5,334 | $3,659+45.8% | $4,878+9.3% | $4,125+29.3% |
| Admin fee / account holder | $6,072 | $5,216+16.4% | $6,730-9.8% | $5,651+7.4% |