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 | $68,867 | $79,944-13.9% | $98,439-30.0% | $75,163-8.4% |
| Participation rate | 72.2% | 70.4%+1.9pp | 75.2%-2.9pp | 67.2%+5.0pp |
| Annual return | 16.19% | 19.75%-3.6pp | 21.16%-5.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,111 | $2,264-50.9% | $3,048-63.5% | $2,670-58.4% |
| Participant deferral / active EE | $4,446 | $3,752+18.5% | $4,738-6.2% | $4,125+7.8% |
| Admin fee / account holder | $8,578 | $6,840+25.4% | $8,948-4.1% | $5,651+51.8% |