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 | $60,015 | $228,332-73.7% | $185,823-67.7% | $158,922-62.2% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 9.84% | 40.80%-31.0pp | 35.95%-26.1pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,067 | $4,967-58.4% | $4,087-49.4% | $4,761-56.6% |
| Participant deferral / active EE | $4,311 | $6,415-32.8% | $5,632-23.5% | $5,982-27.9% |
| Admin fee / account holder | $417 | $11,864-96.5% | $9,500-95.6% | $11,246-96.3% |