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 | $63,372 | $63,3550% | $91,989-31.1% | $72,985-13.2% |
| Participation rate | 87.2% | 72.5%+14.7pp | 78.6%+8.6pp | 69.5%+17.7pp |
| Annual return | 22.71% | 35.35%-12.6pp | 69.02%-46.3pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,924 | $2,116+38.2% | $3,452-15.3% | $2,440+19.8% |
| Participant deferral / active EE | $4,338 | $4,883-11.2% | $5,923-26.8% | $3,607+20.3% |
| Admin fee / account holder | $1,578 | $4,668-66.2% | $7,743-79.6% | $5,124-69.2% |