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 | $74,867 | $148,978-49.7% | $200,582-62.7% | $84,808-11.7% |
| Participation rate | 84.6% | 84.2%+0.4pp | 86.9%-2.3pp | 68.3%+16.3pp |
| Annual return | 13.24% | 28.16%-14.9pp | 42.33%-29.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,721 | $4,815-43.5% | $6,419-57.6% | $2,631+3.4% |
| Participant deferral / active EE | $4,201 | $7,142-41.2% | $9,331-55.0% | $4,212-0.2% |
| Admin fee / account holder | $970 | $13,977-93.1% | $16,305-94.1% | $7,344-86.8% |