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 | $120,410 | $153,772-21.7% | $133,980-10.1% | $273,961-56.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 10.05% | 36.51%-26.5pp | 29.30%-19.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,046 | $6,029-66.1% | $5,211-60.7% | $4,869-58.0% |
| Participant deferral / active EE | $5,252 | $6,958-24.5% | $6,282-16.4% | $5,287-0.7% |
| Admin fee / account holder | $7,648 | $11,765-35.0% | $9,324-18.0% | $10,132-24.5% |