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 | $83,237 | $148,978-44.1% | $200,582-58.5% | $84,808-1.9% |
| Participation rate | 81.8% | 84.2%-2.4pp | 86.9%-5.1pp | 68.3%+13.5pp |
| Annual return | 24.03% | 28.16%-4.1pp | 42.33%-18.3pp | 40.90%-16.9pp |
| Employer contribution / active EE | $2,239 | $4,815-53.5% | $6,419-65.1% | $2,631-14.9% |
| Participant deferral / active EE | $7,659 | $7,142+7.2% | $9,331-17.9% | $4,212+81.8% |
| Admin fee / account holder | $2,732 | $13,977-80.5% | $16,305-83.2% | $7,344-62.8% |