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 | $114,663 | $215,361-46.8% | $171,082-33.0% | $273,961-58.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 7.33% | 25.14%-17.8pp | 32.56%-25.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,732 | $4,967-45.0% | $4,002-31.7% | $4,869-43.9% |
| Participant deferral / active EE | $9,664 | $5,543+74.3% | $4,797+101.4% | $5,287+82.8% |
| Admin fee / account holder | $1,165 | $10,846-89.3% | $8,520-86.3% | $10,132-88.5% |