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 | $63,098 | $85,515-26.2% | $112,040-43.7% | $67,986-7.2% |
| Participation rate | 83.7% | 68.2%+15.5pp | 76.5%+7.2pp | 57.2%+26.5pp |
| Annual return | 17.04% | 29.68%-12.6pp | 24.52%-7.5pp | 31.67%-14.6pp |
| Employer contribution / active EE | $1,848 | $2,191-15.6% | $2,954-37.4% | $2,019-8.4% |
| Participant deferral / active EE | $4,554 | $4,014+13.5% | $5,098-10.7% | $3,358+35.6% |
| Admin fee / account holder | $898 | $3,774-76.2% | $12,098-92.6% | $3,203-72.0% |