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 | $66,889 | $124,425-46.2% | $112,040-40.3% | $137,256-51.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 15.88% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,305 | $3,411-32.4% | $2,954-22.0% | $4,156-44.5% |
| Participant deferral / active EE | $8,002 | $5,718+39.9% | $5,098+57.0% | $6,407+24.9% |
| Admin fee / account holder | $34,098 | $15,207+124.2% | $12,098+181.9% | $12,270+177.9% |