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 | $72,049 | $181,894-60.4% | $156,549-54.0% | $273,961-73.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 7.15% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,533 | $6,248-59.5% | $5,501-54.0% | $4,869-48.0% |
| Participant deferral / active EE | $6,405 | $5,550+15.4% | $4,871+31.5% | $5,287+21.2% |
| Admin fee / account holder | $4,054 | $15,559-73.9% | $13,027-68.9% | $10,132-60.0% |