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 | $110,459 | $181,894-39.3% | $156,549-29.4% | $273,961-59.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 5.25% | 30.74%-25.5pp | 32.23%-27.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $6,357 | $6,248+1.7% | $5,501+15.5% | $4,869+30.6% |
| Participant deferral / active EE | $6,500 | $5,550+17.1% | $4,871+33.4% | $5,287+22.9% |
| Admin fee / account holder | $5,560 | $15,559-64.3% | $13,027-57.3% | $10,132-45.1% |