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 | $44,166 | $106,749-58.6% | $145,433-69.6% | $82,448-46.4% |
| Participation rate | 92.8% | 75.6%+17.1pp | 82.1%+10.7pp | 68.1%+24.7pp |
| Annual return | 21.92% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.7pp |
| Employer contribution / active EE | $3,552 | $3,444+3.1% | $4,554-22.0% | $2,551+39.3% |
| Participant deferral / active EE | $6,788 | $6,519+4.1% | $7,897-14.0% | $4,139+64.0% |
| Admin fee / account holder | $481 | $8,390-94.3% | $13,129-96.3% | $7,234-93.4% |