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 | $65,754 | $93,071-29.4% | $74,583-11.8% | $273,961-76.0% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 7.12% | 26.18%-19.1pp | 20.47%-13.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,829 | $3,160-42.1% | $2,525-27.6% | $4,869-62.4% |
| Participant deferral / active EE | $2,655 | $4,160-36.2% | $3,458-23.2% | $5,287-49.8% |
| Admin fee / account holder | $420 | $5,272-92.0% | $4,138-89.9% | $10,132-95.9% |