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 | $75,100 | $153,311-51.0% | $109,313-31.3% | $273,961-72.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 71.3%+14.4pp | 83.0%+2.7pp |
| Annual return | 9.36% | 29.86%-20.5pp | 22.07%-12.7pp | 41.45%-32.1pp |
| Employer contribution / active EE | $6,101 | $5,619+8.6% | $3,892+56.8% | $4,869+25.3% |
| Participant deferral / active EE | $12,202 | $3,932+210.3% | $3,166+285.3% | $5,287+130.8% |
| Admin fee / account holder | $4,347 | $8,076-46.2% | $5,666-23.3% | $10,132-57.1% |