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 | $48,834 | $87,841-44.4% | $133,980-63.6% | $62,891-22.4% |
| Participation rate | 86.7% | 83.4%+3.3pp | 87.1%-0.4pp | 69.3%+17.4pp |
| Annual return | 7.13% | 12.05%-4.9pp | 29.30%-22.2pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,718 | $3,483-22.0% | $5,211-47.8% | $2,281+19.2% |
| Participant deferral / active EE | $8,350 | $4,812+73.5% | $6,282+32.9% | $3,203+160.7% |
| Admin fee / account holder | $2,259 | $5,371-57.9% | $9,324-75.8% | $4,296-47.4% |