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 | $90,336 | $153,772-41.3% | $133,980-32.6% | $273,961-67.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 8.27% | 36.51%-28.2pp | 29.30%-21.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,446 | $6,029-42.8% | $5,211-33.9% | $4,869-29.2% |
| Participant deferral / active EE | $3,266 | $6,958-53.1% | $6,282-48.0% | $5,287-38.2% |
| Admin fee / account holder | $2,128 | $11,765-81.9% | $9,324-77.2% | $10,132-79.0% |