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 | $61,830 | $153,772-59.8% | $133,980-53.9% | $273,961-77.4% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.1%+3.4pp | 83.0%+7.5pp |
| Annual return | 10.36% | 36.51%-26.1pp | 29.30%-18.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $2,953 | $6,029-51.0% | $5,211-43.3% | $4,869-39.3% |
| Participant deferral / active EE | $12,010 | $6,958+72.6% | $6,282+91.2% | $5,287+127.2% |
| Admin fee / account holder | $2,916 | $11,765-75.2% | $9,324-68.7% | $10,132-71.2% |