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 | $70,610 | $153,772-54.1% | $133,980-47.3% | $273,961-74.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 6.14% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.3pp |
| Employer contribution / active EE | $4,694 | $6,029-22.1% | $5,211-9.9% | $4,869-3.6% |
| Participant deferral / active EE | $10,531 | $6,958+51.3% | $6,282+67.6% | $5,287+99.2% |
| Admin fee / account holder | $5,049 | $11,765-57.1% | $9,324-45.9% | $10,132-50.2% |