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 | $79,068 | $101,724-22.3% | $164,813-52.0% | $80,856-2.2% |
| Participation rate | 84.4% | 71.8%+12.5pp | 78.6%+5.8pp | 67.6%+16.7pp |
| Annual return | 14.24% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,349 | $2,953-20.5% | $4,341-45.9% | $2,755-14.7% |
| Participant deferral / active EE | $2,833 | $4,477-36.7% | $6,031-53.0% | $4,296-34.0% |
| Admin fee / account holder | $1,107 | $8,227-86.5% | $12,690-91.3% | $6,918-84.0% |