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 | $71,803 | $90,503-20.7% | $78,689-8.8% | $273,961-73.8% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | 7.55% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $477 | $3,176-85.0% | $2,851-83.3% | $4,869-90.2% |
| Participant deferral / active EE | $4,266 | $3,901+9.4% | $3,517+21.3% | $5,287-19.3% |
| Admin fee / account holder | $1,062 | $5,263-79.8% | $4,510-76.5% | $10,132-89.5% |