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 | $86,337 | $96,557-10.6% | $80,975+6.6% | $273,961-68.5% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 8.84% | 15.14%-6.3pp | 17.10%-8.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,025 | $4,868-37.9% | $3,714-18.5% | $4,869-37.9% |
| Participant deferral / active EE | $5,026 | $6,598-23.8% | $5,696-11.8% | $5,287-4.9% |
| Admin fee / account holder | $6,318 | $7,492-15.7% | $5,516+14.5% | $10,132-37.6% |