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 | $106,565 | $135,952-21.6% | $123,892-14.0% | $273,961-61.1% |
| Participation rate | 87.0% | 84.1%+2.9pp | 81.4%+5.5pp | 83.0%+3.9pp |
| Annual return | 7.93% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,636 | $5,170-49.0% | $4,617-42.9% | $4,869-45.8% |
| Participant deferral / active EE | $3,906 | $6,343-38.4% | $5,984-34.7% | $5,287-26.1% |
| Admin fee / account holder | $734 | $9,817-92.5% | $8,357-91.2% | $10,132-92.8% |