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 | $63,093 | $104,251-39.5% | $91,001-30.7% | $147,584-57.2% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 15.41% | 27.06%-11.7pp | 4.60%+10.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,714 | $3,116-12.9% | $2,456+10.5% | $4,876-44.3% |
| Participant deferral / active EE | $10,879 | $4,195+159.3% | $3,547+206.7% | $5,439+100.0% |
| Admin fee / account holder | $666 | $8,948-92.6% | $5,417-87.7% | $10,885-93.9% |