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 | $115,947 | $153,772-24.6% | $133,980-13.5% | $273,961-57.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 9.16% | 36.51%-27.4pp | 29.30%-20.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $3,211 | $6,029-46.7% | $5,211-38.4% | $4,869-34.0% |
| Participant deferral / active EE | $14,253 | $6,958+104.8% | $6,282+126.9% | $5,287+169.6% |
| Admin fee / account holder | $1,389 | $11,765-88.2% | $9,324-85.1% | $10,132-86.3% |