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 | $45,796 | $60,349-24.1% | $74,183-38.3% | $62,891-27.2% |
| Participation rate | 79.6% | 72.7%+6.9pp | 76.6%+3.0pp | 69.3%+10.3pp |
| Annual return | 10.22% | 21.37%-11.2pp | 17.74%-7.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $4,593 | $1,680+173.4% | $2,370+93.8% | $2,281+101.4% |
| Participant deferral / active EE | $3,144 | $2,856+10.1% | $3,550-11.4% | $3,203-1.8% |
| Admin fee / account holder | $2,058 | $4,261-51.7% | $5,586-63.2% | $4,296-52.1% |