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 | $55,521 | $99,341-44.1% | $84,750-34.5% | $273,961-79.7% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 6.92% | 22.93%-16.0pp | 22.78%-15.9pp | 41.45%-34.5pp |
| Employer contribution / active EE | $4,688 | $4,214+11.2% | $3,574+31.1% | $4,869-3.7% |
| Participant deferral / active EE | $4,086 | $4,269-4.3% | $3,712+10.1% | $5,287-22.7% |
| Admin fee / account holder | $424 | $6,644-93.6% | $5,332-92.0% | $10,132-95.8% |