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 | $64,570 | $104,251-38.1% | $91,001-29.0% | $147,584-56.2% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 17.40% | 27.06%-9.7pp | 4.60%+12.8pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,512 | $3,116-19.4% | $2,456+2.3% | $4,876-48.5% |
| Participant deferral / active EE | $7,258 | $4,195+73.0% | $3,547+104.6% | $5,439+33.4% |
| Admin fee / account holder | $827 | $8,948-90.8% | $5,417-84.7% | $10,885-92.4% |