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 | $78,304 | $109,413-28.4% | $156,263-49.9% | $84,808-7.7% |
| Participation rate | 81.7% | 72.7%+9.0pp | 78.9%+2.8pp | 68.3%+13.4pp |
| Annual return | 18.26% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,225 | $2,907-23.5% | $4,333-48.7% | $2,631-15.4% |
| Participant deferral / active EE | $3,615 | $4,590-21.2% | $6,158-41.3% | $4,212-14.2% |
| Admin fee / account holder | $2,596 | $9,357-72.3% | $14,255-81.8% | $7,344-64.7% |