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 | $85,402 | $118,450-27.9% | $98,439-13.2% | $139,434-38.8% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 21.71% | 18.94%+2.8pp | 21.16%+0.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,553 | $3,609-57.0% | $3,048-49.1% | $4,751-67.3% |
| Participant deferral / active EE | $2,019 | $5,392-62.5% | $4,738-57.4% | $6,710-69.9% |
| Admin fee / account holder | $917 | $14,026-93.5% | $8,948-89.8% | $11,403-92.0% |