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 | $68,696 | $91,552-25.0% | $133,956-48.7% | $79,858-14.0% |
| Participation rate | 81.3% | 73.3%+7.9pp | 79.8%+1.4pp | 69.6%+11.6pp |
| Annual return | 35.25% | 61.85%-26.6pp | 45.09%-9.8pp | 31.71%+3.5pp |
| Employer contribution / active EE | $1,750 | $2,384-26.6% | $3,919-55.3% | $2,471-29.2% |
| Participant deferral / active EE | $3,397 | $3,733-9.0% | $5,048-32.7% | $3,740-9.2% |
| Admin fee / account holder | $847 | $6,321-86.6% | $8,927-90.5% | $5,306-84.0% |