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 | $65,979 | $106,749-38.2% | $145,433-54.6% | $82,448-20.0% |
| Participation rate | 88.6% | 75.6%+12.9pp | 82.1%+6.5pp | 68.1%+20.5pp |
| Annual return | 19.45% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,457 | $3,444+0.4% | $4,554-24.1% | $2,551+35.5% |
| Participant deferral / active EE | $6,618 | $6,519+1.5% | $7,897-16.2% | $4,139+59.9% |
| Admin fee / account holder | $2,523 | $8,390-69.9% | $13,129-80.8% | $7,234-65.1% |