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 | $69,762 | $135,952-48.7% | $123,892-43.7% | $273,961-74.5% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 9.76% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $4,423 | $5,170-14.4% | $4,617-4.2% | $4,869-9.2% |
| Participant deferral / active EE | $9,403 | $6,343+48.3% | $5,984+57.1% | $5,287+77.9% |
| Admin fee / account holder | $2,003 | $9,817-79.6% | $8,357-76.0% | $10,132-80.2% |