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 | $53,234 | $72,177-26.2% | $115,037-53.7% | $59,632-10.7% |
| Participation rate | 96.6% | 72.6%+24.0pp | 81.4%+15.2pp | 68.7%+27.9pp |
| Annual return | 2.37% | 12.02%-9.7pp | 26.14%-23.8pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $1,855 | $2,841-34.7% | $4,608-59.8% | $2,203-15.8% |
| Participant deferral / active EE | $2,298 | $4,783-51.9% | $6,026-61.9% | $3,192-28.0% |
| Admin fee / account holder | $2,537 | $4,927-48.5% | $8,175-69.0% | $4,297-41.0% |