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 | $63,492 | $78,422-19.0% | $95,952-33.8% | $79,858-20.5% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 15.01% | 19.37%-4.4pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,808 | $1,945-7.0% | $2,541-28.8% | $2,471-26.8% |
| Participant deferral / active EE | $3,870 | $3,440+12.5% | $4,167-7.1% | $3,740+3.5% |
| Admin fee / account holder | $581 | $5,622-89.7% | $6,795-91.5% | $5,306-89.1% |