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 | $75,404 | $96,557-21.9% | $80,975-6.9% | $273,961-72.5% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 6.79% | 15.14%-8.4pp | 17.10%-10.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,164 | $4,868-14.5% | $3,714+12.1% | $4,869-14.5% |
| Participant deferral / active EE | $4,702 | $6,598-28.7% | $5,696-17.5% | $5,287-11.1% |
| Admin fee / account holder | $6,738 | $7,492-10.1% | $5,516+22.2% | $10,132-33.5% |