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 | $68,146 | $109,881-38.0% | $150,045-54.6% | $84,808-19.6% |
| Participation rate | 92.6% | 76.1%+16.6pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 23.68% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $3,809 | $3,561+6.9% | $4,693-18.8% | $2,631+44.8% |
| Participant deferral / active EE | $8,691 | $6,636+31.0% | $7,997+8.7% | $4,212+106.4% |
| Admin fee / account holder | $2,148 | $8,568-74.9% | $13,435-84.0% | $7,344-70.8% |