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 | $101,714 | $153,772-33.9% | $133,980-24.1% | $273,961-62.9% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 7.05% | 36.51%-29.5pp | 29.30%-22.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $5,983 | $6,029-0.8% | $5,211+14.8% | $4,869+22.9% |
| Participant deferral / active EE | $8,575 | $6,958+23.2% | $6,282+36.5% | $5,287+62.2% |
| Admin fee / account holder | $64,222 | $11,765+445.9% | $9,324+588.8% | $10,132+533.9% |