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 | $106,013 | $181,894-41.7% | $156,549-32.3% | $273,961-61.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 8.70% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,960 | $6,248-68.6% | $5,501-64.4% | $4,869-59.7% |
| Participant deferral / active EE | $6,032 | $5,550+8.7% | $4,871+23.8% | $5,287+14.1% |
| Admin fee / account holder | $2,319 | $15,559-85.1% | $13,027-82.2% | $10,132-77.1% |