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 | $45,748 | $153,772-70.2% | $133,980-65.9% | $273,961-83.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 9.95% | 36.51%-26.6pp | 29.30%-19.4pp | 41.45%-31.5pp |
| Employer contribution / active EE | $5,528 | $6,029-8.3% | $5,211+6.1% | $4,869+13.5% |
| Participant deferral / active EE | $8,831 | $6,958+26.9% | $6,282+40.6% | $5,287+67.0% |
| Admin fee / account holder | $1,565 | $11,765-86.7% | $9,324-83.2% | $10,132-84.6% |