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 | $84,195 | $132,239-36.3% | $105,722-20.4% | $273,961-69.3% |
| Participation rate | 92.9% | 83.2%+9.7pp | 78.9%+13.9pp | 83.0%+9.8pp |
| Annual return | 5.52% | 10.07%-4.6pp | 12.25%-6.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $4,697 | $4,867-3.5% | $4,079+15.2% | $4,869-3.5% |
| Participant deferral / active EE | $3,260 | $6,233-47.7% | $5,326-38.8% | $5,287-38.3% |
| Admin fee / account holder | $967 | $12,032-92.0% | $8,308-88.4% | $10,132-90.5% |