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 | $64,310 | $112,729-43.0% | $98,716-34.9% | $137,256-53.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 10.64% | 38.48%-27.8pp | 31.81%-21.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,507 | $2,725-44.7% | $2,279-33.9% | $4,156-63.7% |
| Participant deferral / active EE | $2,747 | $4,640-40.8% | $4,048-32.1% | $6,407-57.1% |
| Admin fee / account holder | $872 | $10,129-91.4% | $8,703-90.0% | $12,270-92.9% |