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 | $62,231 | $91,552-32.0% | $133,956-53.5% | $79,858-22.1% |
| Participation rate | 78.3% | 73.3%+4.9pp | 79.8%-1.6pp | 69.6%+8.6pp |
| Annual return | 17.92% | 61.85%-43.9pp | 45.09%-27.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,253 | $2,384-5.5% | $3,919-42.5% | $2,471-8.8% |
| Participant deferral / active EE | $4,294 | $3,733+15.0% | $5,048-14.9% | $3,740+14.8% |
| Admin fee / account holder | $804 | $6,321-87.3% | $8,927-91.0% | $5,306-84.9% |