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 | $63,761 | $110,257-42.2% | $96,544-34.0% | $139,434-54.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 26.47% | 26.32%+0.2pp | 25.84%+0.6pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,854 | $3,620-48.8% | $2,965-37.5% | $4,751-61.0% |
| Participant deferral / active EE | $5,445 | $5,548-1.8% | $4,851+12.3% | $6,710-18.9% |
| Admin fee / account holder | $6,060 | $11,591-47.7% | $8,252-26.6% | $11,403-46.9% |