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 | $78,693 | $112,729-30.2% | $98,716-20.3% | $137,256-42.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 18.52% | 38.48%-20.0pp | 31.81%-13.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,283 | $2,725+20.4% | $2,279+44.1% | $4,156-21.0% |
| Participant deferral / active EE | $7,612 | $4,640+64.0% | $4,048+88.1% | $6,407+18.8% |
| Admin fee / account holder | $689 | $10,129-93.2% | $8,703-92.1% | $12,270-94.4% |