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 | $106,322 | $181,894-41.5% | $156,549-32.1% | $273,961-61.2% |
| Participation rate | 91.3% | 88.4%+2.9pp | 84.0%+7.3pp | 83.0%+8.3pp |
| Annual return | 6.88% | 30.74%-23.9pp | 32.23%-25.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,183 | $6,248-65.1% | $5,501-60.3% | $4,869-55.2% |
| Participant deferral / active EE | $3,772 | $5,550-32.0% | $4,871-22.6% | $5,287-28.7% |
| Admin fee / account holder | $7,532 | $15,559-51.6% | $13,027-42.2% | $10,132-25.7% |