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 | $63,259 | $80,968-21.9% | $96,544-34.5% | $75,163-15.8% |
| Participation rate | 85.2% | 71.8%+13.5pp | 76.0%+9.3pp | 67.2%+18.1pp |
| Annual return | 19.26% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,029 | $2,282-11.1% | $2,965-31.6% | $2,670-24.0% |
| Participant deferral / active EE | $4,696 | $3,928+19.6% | $4,851-3.2% | $4,125+13.8% |
| Admin fee / account holder | $4,966 | $6,724-26.1% | $8,252-39.8% | $5,651-12.1% |