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 | $46,978 | $81,248-42.2% | $155,509-69.8% | $80,856-41.9% |
| Participation rate | 73.3% | 66.2%+7.1pp | 78.2%-4.9pp | 67.6%+5.7pp |
| Annual return | 12.04% | 33.31%-21.3pp | 64.67%-52.6pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,019 | $3,100-2.6% | $4,672-35.4% | $2,755+9.6% |
| Participant deferral / active EE | $4,641 | $3,452+34.5% | $5,626-17.5% | $4,296+8.0% |
| Admin fee / account holder | $450 | $7,997-94.4% | $15,912-97.2% | $6,918-93.5% |