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 | $188,750 | $181,894+3.8% | $156,549+20.6% | $273,961-31.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 7.00% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,708 | $6,248-56.7% | $5,501-50.8% | $4,869-44.4% |
| Participant deferral / active EE | $5,913 | $5,550+6.5% | $4,871+21.4% | $5,287+11.8% |
| Admin fee / account holder | $13,883 | $15,559-10.8% | $13,027+6.6% | $10,132+37.0% |