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 | $68,729 | $80,968-15.1% | $96,544-28.8% | $75,163-8.6% |
| Participation rate | 81.0% | 71.8%+9.2pp | 76.0%+5.0pp | 67.2%+13.8pp |
| Annual return | 12.74% | 27.06%-14.3pp | 25.84%-13.1pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,919 | $2,282-15.9% | $2,965-35.3% | $2,670-28.1% |
| Participant deferral / active EE | $3,325 | $3,928-15.4% | $4,851-31.5% | $4,125-19.4% |
| Admin fee / account holder | $3,985 | $6,724-40.7% | $8,252-51.7% | $5,651-29.5% |