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 | $63,198 | $118,450-46.6% | $98,439-35.8% | $139,434-54.7% |
| Participation rate | 76.2% | 77.4%-1.2pp | 75.2%+1.0pp | 80.3%-4.1pp |
| Annual return | 18.05% | 18.94%-0.9pp | 21.16%-3.1pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,729 | $3,609-52.1% | $3,048-43.3% | $4,751-63.6% |
| Participant deferral / active EE | $2,757 | $5,392-48.9% | $4,738-41.8% | $6,710-58.9% |
| Admin fee / account holder | $4,246 | $14,026-69.7% | $8,948-52.5% | $11,403-62.8% |