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 | $59,656 | $109,413-45.5% | $156,263-61.8% | $84,808-29.7% |
| Participation rate | 83.7% | 72.7%+11.0pp | 78.9%+4.8pp | 68.3%+15.4pp |
| Annual return | 17.01% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,523 | $2,907-13.2% | $4,333-41.8% | $2,631-4.1% |
| Participant deferral / active EE | $6,044 | $4,590+31.7% | $6,158-1.9% | $4,212+43.5% |
| Admin fee / account holder | $2,163 | $9,357-76.9% | $14,255-84.8% | $7,344-70.5% |