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 | $44,325 | $72,492-38.9% | $87,100-49.1% | $72,985-39.3% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.9%+7.0pp | 69.5%+14.4pp |
| Annual return | 19.19% | 24.46%-5.3pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,945 | $1,894+2.7% | $2,521-22.9% | $2,440-20.3% |
| Participant deferral / active EE | $3,979 | $3,270+21.7% | $4,049-1.7% | $3,607+10.3% |
| Admin fee / account holder | $491 | $5,055-90.3% | $7,497-93.4% | $5,124-90.4% |