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 | $121,272 | $99,341+22.1% | $84,750+43.1% | $273,961-55.7% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 3.24% | 22.93%-19.7pp | 22.78%-19.5pp | 41.45%-38.2pp |
| Employer contribution / active EE | $3,542 | $4,214-15.9% | $3,574-0.9% | $4,869-27.3% |
| Participant deferral / active EE | $4,334 | $4,269+1.5% | $3,712+16.8% | $5,287-18.0% |
| Admin fee / account holder | $5,613 | $6,644-15.5% | $5,332+5.3% | $10,132-44.6% |