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 | $64,479 | $93,571-31.1% | $135,903-52.6% | $75,163-14.2% |
| Participation rate | 87.2% | 75.2%+12.0pp | 81.9%+5.3pp | 67.2%+20.0pp |
| Annual return | 22.15% | 30.90%-8.7pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $4,969 | $3,537+40.5% | $4,856+2.3% | $2,670+86.1% |
| Participant deferral / active EE | $9,636 | $6,404+50.5% | $7,758+24.2% | $4,125+133.6% |
| Admin fee / account holder | $4,881 | $6,975-30.0% | $10,762-54.7% | $5,651-13.6% |