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 | $69,601 | $154,228-54.9% | $145,433-52.1% | $137,256-49.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 18.53% | 74.59%-56.1pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,794 | $4,804-62.6% | $4,554-60.6% | $4,156-56.8% |
| Participant deferral / active EE | $9,679 | $8,216+17.8% | $7,897+22.6% | $6,407+51.1% |
| Admin fee / account holder | $660 | $14,344-95.4% | $13,129-95.0% | $12,270-94.6% |