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 | $61,141 | $101,724-39.9% | $164,813-62.9% | $80,856-24.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 19.41% | 16.72%+2.7pp | 69.93%-50.5pp | 35.59%-16.2pp |
| Employer contribution / active EE | $3,050 | $2,953+3.3% | $4,341-29.7% | $2,755+10.7% |
| Participant deferral / active EE | $3,811 | $4,477-14.9% | $6,031-36.8% | $4,296-11.3% |
| Admin fee / account holder | $2,561 | $8,227-68.9% | $12,690-79.8% | $6,918-63.0% |