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 | $38,907 | $215,361-81.9% | $171,082-77.3% | $273,961-85.8% |
| Participation rate | 90.9% | 82.0%+8.9pp | 76.7%+14.2pp | 83.0%+7.9pp |
| Annual return | 9.50% | 25.14%-15.6pp | 32.56%-23.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,377 | $4,967-52.1% | $4,002-40.6% | $4,869-51.2% |
| Participant deferral / active EE | $1,967 | $5,543-64.5% | $4,797-59.0% | $5,287-62.8% |
| Admin fee / account holder | $448 | $10,846-95.9% | $8,520-94.7% | $10,132-95.6% |