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 | $34,651 | $64,348-46.2% | $90,160-61.6% | $70,131-50.6% |
| Participation rate | 84.2% | 70.4%+13.8pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 16.42% | 28.13%-11.7pp | 34.88%-18.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,466 | $2,046+69.5% | $3,318+4.5% | $2,342+48.0% |
| Participant deferral / active EE | $7,296 | $4,389+66.2% | $5,288+38.0% | $3,332+119.0% |
| Admin fee / account holder | $1,787 | $3,944-54.7% | $5,943-69.9% | $4,645-61.5% |