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 | $63,459 | $93,571-32.2% | $135,903-53.3% | $75,163-15.6% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.2pp |
| Annual return | 24.06% | 30.90%-6.8pp | 68.23%-44.2pp | 160.62%-136.6pp |
| Employer contribution / active EE | $3,957 | $3,537+11.9% | $4,856-18.5% | $2,670+48.2% |
| Participant deferral / active EE | $8,696 | $6,404+35.8% | $7,758+12.1% | $4,125+110.8% |
| Admin fee / account holder | $6,678 | $6,975-4.3% | $10,762-37.9% | $5,651+18.2% |