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 | $57,703 | $80,968-28.7% | $96,544-40.2% | $75,163-23.2% |
| Participation rate | 71.0% | 71.8%-0.8pp | 76.0%-5.0pp | 67.2%+3.8pp |
| Annual return | 18.29% | 27.06%-8.8pp | 25.84%-7.6pp | 160.62%-142.3pp |
| Employer contribution / active EE | $812 | $2,282-64.4% | $2,965-72.6% | $2,670-69.6% |
| Participant deferral / active EE | $3,335 | $3,928-15.1% | $4,851-31.3% | $4,125-19.2% |
| Admin fee / account holder | $1,246 | $6,724-81.5% | $8,252-84.9% | $5,651-78.0% |