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 | $44,780 | $104,251-57.0% | $91,001-50.8% | $147,584-69.7% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.6%+6.8pp | 82.8%-0.5pp |
| Annual return | 19.44% | 27.06%-7.6pp | 4.60%+14.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,355 | $3,116-56.5% | $2,456-44.8% | $4,876-72.2% |
| Participant deferral / active EE | $5,101 | $4,195+21.6% | $3,547+43.8% | $5,439-6.2% |
| Admin fee / account holder | $578 | $8,948-93.5% | $5,417-89.3% | $10,885-94.7% |