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 | $69,547 | $132,239-47.4% | $105,722-34.2% | $273,961-74.6% |
| Participation rate | 86.7% | 83.2%+3.5pp | 78.9%+7.8pp | 83.0%+3.7pp |
| Annual return | 4.55% | 10.07%-5.5pp | 12.25%-7.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $7,347 | $4,867+51.0% | $4,079+80.1% | $4,869+50.9% |
| Participant deferral / active EE | $8,731 | $6,233+40.1% | $5,326+64.0% | $5,287+65.1% |
| Admin fee / account holder | $12,756 | $12,032+6.0% | $8,308+53.5% | $10,132+25.9% |