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 | $40,231 | $93,571-57.0% | $135,903-70.4% | $75,163-46.5% |
| Participation rate | 82.5% | 75.2%+7.3pp | 81.9%+0.5pp | 67.2%+15.3pp |
| Annual return | 18.45% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,279 | $3,537-7.3% | $4,856-32.5% | $2,670+22.8% |
| Participant deferral / active EE | $5,848 | $6,404-8.7% | $7,758-24.6% | $4,125+41.8% |
| Admin fee / account holder | $3,930 | $6,975-43.7% | $10,762-63.5% | $5,651-30.4% |