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 | $79,700 | $95,803-16.8% | $113,168-29.6% | $84,808-6.0% |
| Participation rate | 88.6% | 72.9%+15.7pp | 76.6%+12.0pp | 68.3%+20.3pp |
| Annual return | 19.27% | 25.00%-5.7pp | 24.27%-5.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,801 | $2,360-23.7% | $2,975-39.5% | $2,631-31.6% |
| Participant deferral / active EE | $3,951 | $4,242-6.9% | $5,107-22.6% | $4,212-6.2% |
| Admin fee / account holder | $381 | $8,989-95.8% | $12,068-96.8% | $7,344-94.8% |