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 | $66,189 | $153,772-57.0% | $133,980-50.6% | $273,961-75.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 6.26% | 36.51%-30.3pp | 29.30%-23.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,502 | $6,029-41.9% | $5,211-32.8% | $4,869-28.1% |
| Participant deferral / active EE | $6,079 | $6,958-12.6% | $6,282-3.2% | $5,287+15.0% |
| Admin fee / account holder | $697 | $11,765-94.1% | $9,324-92.5% | $10,132-93.1% |