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 | $121,608 | $181,894-33.1% | $156,549-22.3% | $273,961-55.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 10.28% | 30.74%-20.5pp | 32.23%-21.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $8,359 | $6,248+33.8% | $5,501+52.0% | $4,869+71.7% |
| Participant deferral / active EE | $6,312 | $5,550+13.7% | $4,871+29.6% | $5,287+19.4% |
| Admin fee / account holder | $3,719 | $15,559-76.1% | $13,027-71.5% | $10,132-63.3% |