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 | $51,584 | $162,781-68.3% | $133,956-61.5% | $158,922-67.5% |
| Participation rate | 79.2% | 83.2%-4.1pp | 79.8%-0.7pp | 82.0%-2.8pp |
| Annual return | 7.74% | 41.94%-34.2pp | 45.09%-37.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,464 | $4,975-50.5% | $3,919-37.1% | $4,761-48.2% |
| Participant deferral / active EE | $5,477 | $5,911-7.3% | $5,048+8.5% | $5,982-8.5% |
| Admin fee / account holder | $1,463 | $11,736-87.5% | $8,927-83.6% | $11,246-87.0% |