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 | $63,436 | $111,814-43.3% | $103,374-38.6% | $145,959-56.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 17.75% | 24.77%-7.0pp | 24.89%-7.1pp | 561.95%-544.2pp |
| Employer contribution / active EE | $4,403 | $4,214+4.5% | $3,869+13.8% | $4,661-5.5% |
| Participant deferral / active EE | $7,033 | $5,618+25.2% | $5,058+39.1% | $6,689+5.2% |
| Admin fee / account holder | $3,037 | $9,754-68.9% | $8,394-63.8% | $13,398-77.3% |