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 | $75,653 | $110,257-31.4% | $96,544-21.6% | $139,434-45.7% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 15.71% | 26.32%-10.6pp | 25.84%-10.1pp | 372.94%-357.2pp |
| Employer contribution / active EE | $852 | $3,620-76.5% | $2,965-71.3% | $4,751-82.1% |
| Participant deferral / active EE | $9,381 | $5,548+69.1% | $4,851+93.4% | $6,710+39.8% |
| Admin fee / account holder | $1,594 | $11,591-86.3% | $8,252-80.7% | $11,403-86.0% |