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 | $129,448 | $181,894-28.8% | $156,549-17.3% | $273,961-52.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 3.48% | 30.74%-27.3pp | 32.23%-28.7pp | 41.45%-38.0pp |
| Employer contribution / active EE | $5,829 | $6,248-6.7% | $5,501+6.0% | $4,869+19.7% |
| Participant deferral / active EE | $5,494 | $5,550-1.0% | $4,871+12.8% | $5,287+3.9% |
| Admin fee / account holder | $838 | $15,559-94.6% | $13,027-93.6% | $10,132-91.7% |