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 | $77,326 | $108,825-28.9% | $156,181-50.5% | $82,448-6.2% |
| Participation rate | 87.3% | 72.4%+14.9pp | 78.8%+8.4pp | 68.1%+19.2pp |
| Annual return | 18.18% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,315 | $2,870+15.5% | $4,294-22.8% | $2,551+30.0% |
| Participant deferral / active EE | $5,239 | $4,577+14.5% | $6,132-14.6% | $4,139+26.6% |
| Admin fee / account holder | $4,231 | $9,341-54.7% | $14,586-71.0% | $7,234-41.5% |