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 | $102,595 | $153,772-33.3% | $133,980-23.4% | $273,961-62.6% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.1%+7.4pp | 83.0%+11.4pp |
| Annual return | 4.67% | 36.51%-31.8pp | 29.30%-24.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $3,210 | $6,029-46.8% | $5,211-38.4% | $4,869-34.1% |
| Participant deferral / active EE | $10,779 | $6,958+54.9% | $6,282+71.6% | $5,287+103.9% |
| Admin fee / account holder | $2,769 | $11,765-76.5% | $9,324-70.3% | $10,132-72.7% |