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 | $67,882 | $110,257-38.4% | $96,544-29.7% | $139,434-51.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 14.22% | 26.32%-12.1pp | 25.84%-11.6pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,262 | $3,620-37.5% | $2,965-23.7% | $4,751-52.4% |
| Participant deferral / active EE | $5,952 | $5,548+7.3% | $4,851+22.7% | $6,710-11.3% |
| Admin fee / account holder | $1,129 | $11,591-90.3% | $8,252-86.3% | $11,403-90.1% |