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 | $63,912 | $118,450-46.0% | $98,439-35.1% | $139,434-54.2% |
| Participation rate | 77.3% | 77.4%-0.2pp | 75.2%+2.1pp | 80.3%-3.0pp |
| Annual return | 16.95% | 18.94%-2.0pp | 21.16%-4.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,848 | $3,609-48.8% | $3,048-39.4% | $4,751-61.1% |
| Participant deferral / active EE | $3,328 | $5,392-38.3% | $4,738-29.8% | $6,710-50.4% |
| Admin fee / account holder | $722 | $14,026-94.9% | $8,948-91.9% | $11,403-93.7% |