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 | $63,137 | $93,571-32.5% | $135,903-53.5% | $75,163-16.0% |
| Participation rate | 84.3% | 75.2%+9.1pp | 81.9%+2.4pp | 67.2%+17.1pp |
| Annual return | 20.27% | 30.90%-10.6pp | 68.23%-48.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $3,310 | $3,537-6.4% | $4,856-31.8% | $2,670+24.0% |
| Participant deferral / active EE | $7,660 | $6,404+19.6% | $7,758-1.3% | $4,125+85.7% |
| Admin fee / account holder | $1,176 | $6,975-83.1% | $10,762-89.1% | $5,651-79.2% |