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 | $66,311 | $78,422-15.4% | $95,952-30.9% | $79,858-17.0% |
| Participation rate | 74.5% | 73.5%+1.0pp | 77.1%-2.6pp | 69.6%+4.9pp |
| Annual return | 21.40% | 19.37%+2.0pp | 91.61%-70.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,039 | $1,945+4.8% | $2,541-19.8% | $2,471-17.5% |
| Participant deferral / active EE | $4,682 | $3,440+36.1% | $4,167+12.4% | $3,740+25.2% |
| Admin fee / account holder | $4,147 | $5,622-26.2% | $6,795-39.0% | $5,306-21.8% |