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 | $88,419 | $90,503-2.3% | $78,689+12.4% | $273,961-67.7% |
| Participation rate | 78.6% | 76.5%+2.1pp | 73.6%+5.0pp | 83.0%-4.4pp |
| Annual return | 7.65% | 75.60%-68.0pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,236 | $3,176-61.1% | $2,851-56.7% | $4,869-74.6% |
| Participant deferral / active EE | $2,758 | $3,901-29.3% | $3,517-21.6% | $5,287-47.8% |
| Admin fee / account holder | $3,694 | $5,263-29.8% | $4,510-18.1% | $10,132-63.5% |