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 | $46,756 | $78,422-40.4% | $95,952-51.3% | $79,858-41.5% |
| Participation rate | 70.2% | 73.5%-3.3pp | 77.1%-6.9pp | 69.6%+0.6pp |
| Annual return | 13.89% | 19.37%-5.5pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,353 | $1,945-30.4% | $2,541-46.7% | $2,471-45.2% |
| Participant deferral / active EE | $2,158 | $3,440-37.3% | $4,167-48.2% | $3,740-42.3% |
| Admin fee / account holder | $4,664 | $5,622-17.0% | $6,795-31.4% | $5,306-12.1% |