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 | $82,431 | $163,101-49.5% | $136,749-39.7% | $142,382-42.1% |
| Participation rate | 88.2% | 78.2%+10.0pp | 72.1%+16.1pp | 80.1%+8.1pp |
| Annual return | 14.80% | 27.54%-12.7pp | 24.33%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,971 | $4,117-27.8% | $3,400-12.6% | $4,299-30.9% |
| Participant deferral / active EE | $5,380 | $5,585-3.7% | $4,692+14.7% | $6,507-17.3% |
| Admin fee / account holder | $10,139 | $14,318-29.2% | $11,386-11.0% | $12,624-19.7% |