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 | $75,135 | $109,413-31.3% | $156,263-51.9% | $84,808-11.4% |
| Participation rate | 76.9% | 72.7%+4.2pp | 78.9%-2.0pp | 68.3%+8.6pp |
| Annual return | 15.07% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,255 | $2,907+12.0% | $4,333-24.9% | $2,631+23.7% |
| Participant deferral / active EE | $7,110 | $4,590+54.9% | $6,158+15.5% | $4,212+68.8% |
| Admin fee / account holder | $6,939 | $9,357-25.8% | $14,255-51.3% | $7,344-5.5% |