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 | $62,447 | $109,413-42.9% | $156,263-60.0% | $84,808-26.4% |
| Participation rate | 82.1% | 72.7%+9.4pp | 78.9%+3.1pp | 68.3%+13.7pp |
| Annual return | 22.34% | 20.18%+2.2pp | 59.47%-37.1pp | 40.90%-18.6pp |
| Employer contribution / active EE | $4,000 | $2,907+37.6% | $4,333-7.7% | $2,631+52.0% |
| Participant deferral / active EE | $2,798 | $4,590-39.0% | $6,158-54.6% | $4,212-33.6% |
| Admin fee / account holder | $2,083 | $9,357-77.7% | $14,255-85.4% | $7,344-71.6% |