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 | $91,201 | $139,421-34.6% | $239,577-61.9% | $116,462-21.7% |
| Participation rate | 83.7% | 75.0%+8.7pp | 82.1%+1.6pp | 74.7%+9.0pp |
| Annual return | 14.74% | 15.58%-0.8pp | -0.70%+15.4pp | 15.65%-0.9pp |
| Employer contribution / active EE | $3,022 | $4,487-32.6% | $7,232-58.2% | $3,231-6.5% |
| Participant deferral / active EE | $6,112 | $4,296+42.3% | $5,676+7.7% | $3,836+59.3% |
| Admin fee / account holder | $3,542 | $21,515-83.5% | $19,315-81.7% | $12,754-72.2% |