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 | $80,969 | $153,772-47.3% | $133,980-39.6% | $273,961-70.4% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 5.03% | 36.51%-31.5pp | 29.30%-24.3pp | 41.45%-36.4pp |
| Employer contribution / active EE | $9,597 | $6,029+59.2% | $5,211+84.2% | $4,869+97.1% |
| Participant deferral / active EE | $8,537 | $6,958+22.7% | $6,282+35.9% | $5,287+61.5% |
| Admin fee / account holder | $12,689 | $11,765+7.9% | $9,324+36.1% | $10,132+25.2% |