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 8-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 | $98,319 | $101,724-3.3% | $164,813-40.3% | $80,856+21.6% |
| Participation rate | 78.6% | 71.8%+6.7pp | 78.6%0pp | 67.6%+10.9pp |
| Annual return | 16.62% | 16.72%-0.1pp | 69.93%-53.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,361 | $2,953-20.1% | $4,341-45.6% | $2,755-14.3% |
| Participant deferral / active EE | $5,870 | $4,477+31.1% | $6,031-2.7% | $4,296+36.7% |
| Admin fee / account holder | $2,005 | $8,227-75.6% | $12,690-84.2% | $6,918-71.0% |