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 | $101,345 | $153,772-34.1% | $133,980-24.4% | $273,961-63.0% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.1%-17.1pp | 83.0%-13.0pp |
| Annual return | 7.26% | 36.51%-29.2pp | 29.30%-22.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,092 | $6,029-48.7% | $5,211-40.7% | $4,869-36.5% |
| Participant deferral / active EE | $7,523 | $6,958+8.1% | $6,282+19.8% | $5,287+42.3% |
| Admin fee / account holder | $820 | $11,765-93.0% | $9,324-91.2% | $10,132-91.9% |