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 | $53,882 | $105,630-49.0% | $87,507-38.4% | $273,961-80.3% |
| Participation rate | 79.2% | 78.2%+1.0pp | 73.8%+5.3pp | 83.0%-3.8pp |
| Annual return | 10.04% | 12.25%-2.2pp | 12.21%-2.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $18,669 | $3,141+494.5% | $2,550+632.2% | $4,869+283.4% |
| Participant deferral / active EE | $8,152 | $3,601+126.4% | $3,149+158.9% | $5,287+54.2% |
| Admin fee / account holder | $613 | $4,781-87.2% | $4,221-85.5% | $10,132-93.9% |