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 | $212,314 | $153,772+38.1% | $133,980+58.5% | $273,961-22.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 6.10% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.3pp |
| Employer contribution / active EE | $4,093 | $6,029-32.1% | $5,211-21.5% | $4,869-15.9% |
| Participant deferral / active EE | $9,453 | $6,958+35.9% | $6,282+50.5% | $5,287+78.8% |
| Admin fee / account holder | $68,762 | $11,765+484.5% | $9,324+637.5% | $10,132+578.7% |