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 | $65,864 | $123,793-46.8% | $177,821-63.0% | $79,858-17.5% |
| Participation rate | 94.9% | 84.7%+10.2pp | 87.7%+7.2pp | 69.6%+25.2pp |
| Annual return | 31.41% | 22.82%+8.6pp | 48.32%-16.9pp | 31.71%-0.3pp |
| Employer contribution / active EE | $4,084 | $4,095-0.3% | $5,918-31.0% | $2,471+65.3% |
| Participant deferral / active EE | $9,191 | $5,956+54.3% | $7,714+19.1% | $3,740+145.7% |
| Admin fee / account holder | $1,726 | $7,243-76.2% | $12,427-86.1% | $5,306-67.5% |