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 | $65,939 | $109,881-40.0% | $150,045-56.1% | $84,808-22.2% |
| Participation rate | 81.0% | 76.1%+4.9pp | 82.3%-1.3pp | 68.3%+12.7pp |
| Annual return | 20.11% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,305 | $3,561-7.2% | $4,693-29.6% | $2,631+25.6% |
| Participant deferral / active EE | $6,623 | $6,636-0.2% | $7,997-17.2% | $4,212+57.3% |
| Admin fee / account holder | $1,055 | $8,568-87.7% | $13,435-92.1% | $7,344-85.6% |