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 | $71,595 | $83,477-14.2% | $125,175-42.8% | $72,985-1.9% |
| Participation rate | 83.8% | 73.3%+10.5pp | 79.8%+4.0pp | 69.5%+14.3pp |
| Annual return | 31.49% | 25.78%+5.7pp | 43.79%-12.3pp | 81.00%-49.5pp |
| Employer contribution / active EE | $2,964 | $2,345+26.4% | $3,865-23.3% | $2,440+21.5% |
| Participant deferral / active EE | $5,721 | $3,585+59.6% | $4,937+15.9% | $3,607+58.6% |
| Admin fee / account holder | $2,924 | $5,517-47.0% | $9,702-69.9% | $5,124-42.9% |