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 | $67,861 | $153,772-55.9% | $133,980-49.3% | $273,961-75.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 6.83% | 36.51%-29.7pp | 29.30%-22.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,568 | $6,029-57.4% | $5,211-50.7% | $4,869-47.3% |
| Participant deferral / active EE | $7,666 | $6,958+10.2% | $6,282+22.0% | $5,287+45.0% |
| Admin fee / account holder | $3,274 | $11,765-72.2% | $9,324-64.9% | $10,132-67.7% |