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 | $63,817 | $67,411-5.3% | $91,001-29.9% | $70,131-9.0% |
| Participation rate | 80.8% | 71.4%+9.4pp | 75.6%+5.2pp | 69.5%+11.2pp |
| Annual return | 18.12% | -40.16%+58.3pp | 4.60%+13.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,097 | $1,786+17.4% | $2,456-14.6% | $2,342-10.5% |
| Participant deferral / active EE | $3,932 | $2,823+39.3% | $3,547+10.8% | $3,332+18.0% |
| Admin fee / account holder | $1,570 | $4,236-62.9% | $5,417-71.0% | $4,645-66.2% |