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 | $52,609 | $80,968-35.0% | $96,544-45.5% | $75,163-30.0% |
| Participation rate | 98.3% | 71.8%+26.5pp | 76.0%+22.3pp | 67.2%+31.1pp |
| Annual return | 24.55% | 27.06%-2.5pp | 25.84%-1.3pp | 160.62%-136.1pp |
| Employer contribution / active EE | $1,882 | $2,282-17.5% | $2,965-36.5% | $2,670-29.5% |
| Participant deferral / active EE | $5,744 | $3,928+46.2% | $4,851+18.4% | $4,125+39.2% |
| Admin fee / account holder | $1,166 | $6,724-82.7% | $8,252-85.9% | $5,651-79.4% |