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 | $68,314 | $126,636-46.1% | $312,151-78.1% | $116,462-41.3% |
| Participation rate | 88.9% | 82.6%+6.3pp | 89.1%-0.2pp | 74.7%+14.2pp |
| Annual return | 15.88% | 15.31%+0.6pp | 1.82%+14.1pp | 15.65%+0.2pp |
| Employer contribution / active EE | $2,979 | $3,444-13.5% | $8,031-62.9% | $3,231-7.8% |
| Participant deferral / active EE | $6,218 | $4,369+42.3% | $5,370+15.8% | $3,836+62.1% |
| Admin fee / account holder | $1,854 | $16,098-88.5% | $51,799-96.4% | $12,754-85.5% |