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 | $46,495 | $153,772-69.8% | $133,980-65.3% | $273,961-83.0% |
| Participation rate | 84.6% | 88.4%-3.7pp | 87.1%-2.4pp | 83.0%+1.6pp |
| Annual return | 6.41% | 36.51%-30.1pp | 29.30%-22.9pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,494 | $6,029-58.6% | $5,211-52.2% | $4,869-48.8% |
| Participant deferral / active EE | $7,262 | $6,958+4.4% | $6,282+15.6% | $5,287+37.4% |
| Admin fee / account holder | $6,484 | $11,765-44.9% | $9,324-30.5% | $10,132-36.0% |