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 | $150,920 | $153,772-1.9% | $133,980+12.6% | $273,961-44.9% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 5.02% | 36.51%-31.5pp | 29.30%-24.3pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,562 | $6,029-57.5% | $5,211-50.8% | $4,869-47.4% |
| Participant deferral / active EE | $6,332 | $6,958-9.0% | $6,282+0.8% | $5,287+19.8% |
| Admin fee / account holder | $9,554 | $11,765-18.8% | $9,324+2.5% | $10,132-5.7% |