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 | $85,293 | $113,339-24.7% | $94,993-10.2% | $147,584-42.2% |
| Participation rate | 72.2% | 78.0%-5.8pp | 73.9%-1.7pp | 82.8%-10.6pp |
| Annual return | 8.24% | 20.77%-12.5pp | 27.12%-18.9pp | 578.55%-570.3pp |
| Employer contribution / active EE | $665 | $3,160-79.0% | $2,603-74.5% | $4,876-86.4% |
| Participant deferral / active EE | $4,034 | $3,777+6.8% | $3,317+21.6% | $5,439-25.8% |
| Admin fee / account holder | $6,993 | $6,063+15.4% | $4,960+41.0% | $10,885-35.8% |