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 | $76,418 | $90,503-15.6% | $78,689-2.9% | $273,961-72.1% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 5.65% | 75.60%-70.0pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,729 | $3,176-45.6% | $2,851-39.3% | $4,869-64.5% |
| Participant deferral / active EE | $8,662 | $3,901+122.0% | $3,517+146.3% | $5,287+63.8% |
| Admin fee / account holder | $340 | $5,263-93.5% | $4,510-92.5% | $10,132-96.6% |