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 | $85,395 | $93,071-8.2% | $74,583+14.5% | $273,961-68.8% |
| Participation rate | 95.0% | 74.9%+20.1pp | 68.1%+26.9pp | 83.0%+12.0pp |
| Annual return | 7.47% | 26.18%-18.7pp | 20.47%-13.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,424 | $3,160+8.4% | $2,525+35.6% | $4,869-29.7% |
| Participant deferral / active EE | $8,146 | $4,160+95.8% | $3,458+135.6% | $5,287+54.1% |
| Admin fee / account holder | $691 | $5,272-86.9% | $4,138-83.3% | $10,132-93.2% |