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 | $121,284 | $153,772-21.1% | $133,980-9.5% | $273,961-55.7% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 10.03% | 36.51%-26.5pp | 29.30%-19.3pp | 41.45%-31.4pp |
| Employer contribution / active EE | $4,240 | $6,029-29.7% | $5,211-18.6% | $4,869-12.9% |
| Participant deferral / active EE | $7,316 | $6,958+5.1% | $6,282+16.5% | $5,287+38.4% |
| Admin fee / account holder | $663 | $11,765-94.4% | $9,324-92.9% | $10,132-93.5% |