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 | $62,766 | $101,724-38.3% | $164,813-61.9% | $80,856-22.4% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.6%+10.1pp |
| Annual return | 15.38% | 16.72%-1.3pp | 69.93%-54.6pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,469 | $2,953+17.4% | $4,341-20.1% | $2,755+25.9% |
| Participant deferral / active EE | $7,653 | $4,477+70.9% | $6,031+26.9% | $4,296+78.1% |
| Admin fee / account holder | $16,151 | $8,227+96.3% | $12,690+27.3% | $6,918+133.5% |