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 | $47,249 | $91,552-48.4% | $133,956-64.7% | $79,858-40.8% |
| Participation rate | 84.5% | 73.3%+11.1pp | 79.8%+4.6pp | 69.6%+14.8pp |
| Annual return | 21.05% | 61.85%-40.8pp | 45.09%-24.0pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,379 | $2,384-0.2% | $3,919-39.3% | $2,471-3.7% |
| Participant deferral / active EE | $3,087 | $3,733-17.3% | $5,048-38.8% | $3,740-17.5% |
| Admin fee / account holder | $1,389 | $6,321-78.0% | $8,927-84.4% | $5,306-73.8% |