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 | $62,263 | $163,101-61.8% | $136,749-54.5% | $142,382-56.3% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 16.15% | 27.54%-11.4pp | 24.33%-8.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,038 | $4,117-50.5% | $3,400-40.1% | $4,299-52.6% |
| Participant deferral / active EE | $5,232 | $5,585-6.3% | $4,692+11.5% | $6,507-19.6% |
| Admin fee / account holder | $350 | $14,318-97.6% | $11,386-96.9% | $12,624-97.2% |