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 | $48,041 | $76,552-37.2% | $123,892-61.2% | $62,891-23.6% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 10.17% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,245 | $2,883-22.1% | $4,617-51.4% | $2,281-1.6% |
| Participant deferral / active EE | $7,548 | $4,840+55.9% | $5,984+26.1% | $3,203+135.6% |
| Admin fee / account holder | $656 | $4,826-86.4% | $8,357-92.2% | $4,296-84.7% |