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 | $80,707 | $153,772-47.5% | $133,980-39.8% | $273,961-70.5% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.1%+8.2pp | 83.0%+12.2pp |
| Annual return | 8.67% | 36.51%-27.8pp | 29.30%-20.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,962 | $6,029-67.5% | $5,211-62.3% | $4,869-59.7% |
| Participant deferral / active EE | $5,319 | $6,958-23.6% | $6,282-15.3% | $5,287+0.6% |
| Admin fee / account holder | $6,979 | $11,765-40.7% | $9,324-25.2% | $10,132-31.1% |