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 | $68,021 | $111,754-39.1% | $103,333-34.2% | $145,922-53.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.83% | 24.77%-12.9pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,940 | $4,212-30.2% | $3,868-24.0% | $4,660-36.9% |
| Participant deferral / active EE | $4,213 | $5,619-25.0% | $5,057-16.7% | $6,688-37.0% |
| Admin fee / account holder | $486 | $9,750-95.0% | $8,355-94.2% | $13,397-96.4% |