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 | $82,574 | $181,894-54.6% | $156,549-47.3% | $273,961-69.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 5.29% | 30.74%-25.5pp | 32.23%-26.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,192 | $6,248-48.9% | $5,501-42.0% | $4,869-34.4% |
| Participant deferral / active EE | $5,758 | $5,550+3.7% | $4,871+18.2% | $5,287+8.9% |
| Admin fee / account holder | $495 | $15,559-96.8% | $13,027-96.2% | $10,132-95.1% |