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 | $54,027 | $91,552-41.0% | $133,956-59.7% | $79,858-32.3% |
| Participation rate | 76.2% | 73.3%+2.8pp | 79.8%-3.6pp | 69.6%+6.6pp |
| Annual return | 17.94% | 61.85%-43.9pp | 45.09%-27.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,795 | $2,384-24.7% | $3,919-54.2% | $2,471-27.3% |
| Participant deferral / active EE | $3,547 | $3,733-5.0% | $5,048-29.7% | $3,740-5.2% |
| Admin fee / account holder | $979 | $6,321-84.5% | $8,927-89.0% | $5,306-81.5% |