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 | $121,530 | $153,772-21.0% | $133,980-9.3% | $273,961-55.6% |
| Participation rate | 95.7% | 88.4%+7.3pp | 87.1%+8.6pp | 83.0%+12.6pp |
| Annual return | 7.86% | 36.51%-28.7pp | 29.30%-21.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $4,840 | $6,029-19.7% | $5,211-7.1% | $4,869-0.6% |
| Participant deferral / active EE | $9,189 | $6,958+32.1% | $6,282+46.3% | $5,287+73.8% |
| Admin fee / account holder | $6,817 | $11,765-42.1% | $9,324-26.9% | $10,132-32.7% |