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 | $137,494 | $153,772-10.6% | $133,980+2.6% | $273,961-49.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.27% | 36.51%-21.2pp | 29.30%-14.0pp | 41.45%-26.2pp |
| Employer contribution / active EE | $3,861 | $6,029-36.0% | $5,211-25.9% | $4,869-20.7% |
| Participant deferral / active EE | $9,900 | $6,958+42.3% | $6,282+57.6% | $5,287+87.2% |
| Admin fee / account holder | $5,327 | $11,765-54.7% | $9,324-42.9% | $10,132-47.4% |