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 | $91,866 | $72,277+27.1% | $101,248-9.3% | $79,858+15.0% |
| Participation rate | 71.9% | 68.5%+3.5pp | 75.8%-3.9pp | 69.6%+2.3pp |
| Annual return | 10.96% | 22.30%-11.3pp | 46.47%-35.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $5,948 | $2,692+121.0% | $3,660+62.5% | $2,471+140.7% |
| Participant deferral / active EE | $5,100 | $3,282+55.4% | $4,370+16.7% | $3,740+36.4% |
| Admin fee / account holder | $770 | $4,400-82.5% | $5,945-87.0% | $5,306-85.5% |