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 | $60,191 | $181,894-66.9% | $156,549-61.6% | $273,961-78.0% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 6.10% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $8,369 | $6,248+33.9% | $5,501+52.1% | $4,869+71.9% |
| Participant deferral / active EE | $3,857 | $5,550-30.5% | $4,871-20.8% | $5,287-27.0% |
| Admin fee / account holder | $573 | $15,559-96.3% | $13,027-95.6% | $10,132-94.3% |