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 | $63,755 | $99,341-35.8% | $84,750-24.8% | $273,961-76.7% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 2.70% | 22.93%-20.2pp | 22.78%-20.1pp | 41.45%-38.8pp |
| Employer contribution / active EE | $1,240 | $4,214-70.6% | $3,574-65.3% | $4,869-74.5% |
| Participant deferral / active EE | $3,348 | $4,269-21.6% | $3,712-9.8% | $5,287-36.7% |
| Admin fee / account holder | $371 | $6,644-94.4% | $5,332-93.0% | $10,132-96.3% |