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 | $49,641 | $90,503-45.1% | $78,689-36.9% | $273,961-81.9% |
| Participation rate | 94.4% | 76.5%+17.9pp | 73.6%+20.9pp | 83.0%+11.4pp |
| Annual return | 5.43% | 75.60%-70.2pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,014 | $3,176-36.6% | $2,851-29.3% | $4,869-58.6% |
| Participant deferral / active EE | $4,228 | $3,901+8.4% | $3,517+20.2% | $5,287-20.0% |
| Admin fee / account holder | $6,845 | $5,263+30.1% | $4,510+51.8% | $10,132-32.4% |