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 | $54,647 | $96,557-43.4% | $80,975-32.5% | $273,961-80.1% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 9.22% | 15.14%-5.9pp | 17.10%-7.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,334 | $4,868-52.0% | $3,714-37.1% | $4,869-52.1% |
| Participant deferral / active EE | $4,317 | $6,598-34.6% | $5,696-24.2% | $5,287-18.3% |
| Admin fee / account holder | $1,603 | $7,492-78.6% | $5,516-70.9% | $10,132-84.2% |