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 | $48,772 | $80,968-39.8% | $96,544-49.5% | $75,163-35.1% |
| Participation rate | 95.0% | 71.8%+23.2pp | 76.0%+19.0pp | 67.2%+27.8pp |
| Annual return | 17.98% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,376 | $2,282+4.1% | $2,965-19.9% | $2,670-11.0% |
| Participant deferral / active EE | $2,721 | $3,928-30.7% | $4,851-43.9% | $4,125-34.0% |
| Admin fee / account holder | $5,853 | $6,724-13.0% | $8,252-29.1% | $5,651+3.6% |