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 | $49,003 | $73,933-33.7% | $96,683-49.3% | $75,163-34.8% |
| Participation rate | 71.4% | 66.4%+5.0pp | 74.3%-2.9pp | 67.2%+4.2pp |
| Annual return | 23.63% | 26.70%-3.1pp | 35.69%-12.1pp | 160.62%-137.0pp |
| Employer contribution / active EE | $2,577 | $2,928-12.0% | $3,737-31.0% | $2,670-3.5% |
| Participant deferral / active EE | $7,008 | $3,659+91.5% | $4,878+43.7% | $4,125+69.9% |
| Admin fee / account holder | $4,143 | $5,216-20.6% | $6,730-38.4% | $5,651-26.7% |