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 | $71,928 | $91,552-21.4% | $133,956-46.3% | $79,858-9.9% |
| Participation rate | 91.1% | 73.3%+17.7pp | 79.8%+11.2pp | 69.6%+21.4pp |
| Annual return | 14.12% | 61.85%-47.7pp | 45.09%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,661 | $2,384-30.3% | $3,919-57.6% | $2,471-32.8% |
| Participant deferral / active EE | $3,712 | $3,733-0.6% | $5,048-26.5% | $3,740-0.7% |
| Admin fee / account holder | $2,129 | $6,321-66.3% | $8,927-76.1% | $5,306-59.9% |