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 | $128,528 | $181,894-29.3% | $156,549-17.9% | $273,961-53.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 14.00% | 30.74%-16.7pp | 32.23%-18.2pp | 41.45%-27.4pp |
| Employer contribution / active EE | $5,444 | $6,248-12.9% | $5,501-1.0% | $4,869+11.8% |
| Participant deferral / active EE | $5,747 | $5,550+3.6% | $4,871+18.0% | $5,287+8.7% |
| Admin fee / account holder | $1,116 | $15,559-92.8% | $13,027-91.4% | $10,132-89.0% |