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 | $50,465 | $73,933-31.7% | $96,683-47.8% | $75,163-32.9% |
| Participation rate | 79.7% | 66.4%+13.3pp | 74.3%+5.3pp | 67.2%+12.5pp |
| Annual return | 18.48% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,152 | $2,928-60.7% | $3,737-69.2% | $2,670-56.9% |
| Participant deferral / active EE | $3,095 | $3,659-15.4% | $4,878-36.6% | $4,125-25.0% |
| Admin fee / account holder | $3,741 | $5,216-28.3% | $6,730-44.4% | $5,651-33.8% |