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 | $32,666 | $94,625-65.5% | $116,228-71.9% | $84,808-61.5% |
| Participation rate | 76.6% | 70.4%+6.1pp | 74.6%+2.0pp | 68.3%+8.3pp |
| Annual return | 17.35% | 20.40%-3.1pp | 90.06%-72.7pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,423 | $2,347+3.3% | $2,994-19.1% | $2,631-7.9% |
| Participant deferral / active EE | $4,172 | $3,972+5.0% | $4,953-15.8% | $4,212-0.9% |
| Admin fee / account holder | $1,265 | $10,091-87.5% | $11,989-89.4% | $7,344-82.8% |