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 | $64,168 | $109,359-41.3% | $162,163-60.4% | $72,985-12.1% |
| Participation rate | 80.7% | 84.3%-3.6pp | 87.6%-6.9pp | 69.5%+11.2pp |
| Annual return | 26.09% | 25.46%+0.6pp | 115.59%-89.5pp | 81.00%-54.9pp |
| Employer contribution / active EE | $3,353 | $3,907-14.2% | $5,614-40.3% | $2,440+37.4% |
| Participant deferral / active EE | $8,491 | $5,481+54.9% | $7,298+16.4% | $3,607+135.4% |
| Admin fee / account holder | $619 | $7,972-92.2% | $10,843-94.3% | $5,124-87.9% |