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 | $84,519 | $153,772-45.0% | $133,980-36.9% | $273,961-69.1% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 14.37% | 36.51%-22.1pp | 29.30%-14.9pp | 41.45%-27.1pp |
| Employer contribution / active EE | $3,131 | $6,029-48.1% | $5,211-39.9% | $4,869-35.7% |
| Participant deferral / active EE | $6,259 | $6,958-10.1% | $6,282-0.4% | $5,287+18.4% |
| Admin fee / account holder | $3,943 | $11,765-66.5% | $9,324-57.7% | $10,132-61.1% |