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 5-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 | $49,315 | $94,625-47.9% | $116,228-57.6% | $84,808-41.9% |
| Participation rate | 76.7% | 70.4%+6.2pp | 74.6%+2.1pp | 68.3%+8.4pp |
| Annual return | 17.80% | 20.40%-2.6pp | 90.06%-72.3pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,574 | $2,347+9.7% | $2,994-14.0% | $2,631-2.1% |
| Participant deferral / active EE | $3,613 | $3,972-9.0% | $4,953-27.1% | $4,212-14.2% |
| Admin fee / account holder | $4,819 | $10,091-52.3% | $11,989-59.8% | $7,344-34.4% |