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 | $92,513 | $181,894-49.1% | $156,549-40.9% | $273,961-66.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.30% | 30.74%-26.4pp | 32.23%-27.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $6,182 | $6,248-1.1% | $5,501+12.4% | $4,869+27.0% |
| Participant deferral / active EE | $5,900 | $5,550+6.3% | $4,871+21.1% | $5,287+11.6% |
| Admin fee / account holder | $917 | $15,559-94.1% | $13,027-93.0% | $10,132-90.9% |