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 | $59,092 | $136,307-56.6% | $106,619-44.6% | $273,961-78.4% |
| Participation rate | 83.3% | 84.8%-1.4pp | 78.0%+5.3pp | 83.0%+0.3pp |
| Annual return | 9.38% | 11.05%-1.7pp | 9.42%0pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,350 | $5,190-74.0% | $3,947-65.8% | $4,869-72.3% |
| Participant deferral / active EE | $1,766 | $4,969-64.5% | $3,930-55.1% | $5,287-66.6% |
| Admin fee / account holder | $2,559 | $8,625-70.3% | $6,418-60.1% | $10,132-74.7% |