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 | $102,908 | $153,772-33.1% | $133,980-23.2% | $273,961-62.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 7.56% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $6,811 | $6,029+13.0% | $5,211+30.7% | $4,869+39.9% |
| Participant deferral / active EE | $8,951 | $6,958+28.6% | $6,282+42.5% | $5,287+69.3% |
| Admin fee / account holder | $598 | $11,765-94.9% | $9,324-93.6% | $10,132-94.1% |