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 | $62,994 | $78,422-19.7% | $95,952-34.3% | $79,858-21.1% |
| Participation rate | 76.1% | 73.5%+2.6pp | 77.1%-1.0pp | 69.6%+6.5pp |
| Annual return | 16.01% | 19.37%-3.4pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,663 | $1,945-14.5% | $2,541-34.6% | $2,471-32.7% |
| Participant deferral / active EE | $3,191 | $3,440-7.2% | $4,167-23.4% | $3,740-14.7% |
| Admin fee / account holder | $1,277 | $5,622-77.3% | $6,795-81.2% | $5,306-75.9% |