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 | $70,344 | $90,503-22.3% | $78,689-10.6% | $273,961-74.3% |
| Participation rate | 82.4% | 76.5%+5.8pp | 73.6%+8.8pp | 83.0%-0.7pp |
| Annual return | 7.95% | 75.60%-67.7pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,058 | $3,176-3.7% | $2,851+7.3% | $4,869-37.2% |
| Participant deferral / active EE | $8,702 | $3,901+123.1% | $3,517+147.4% | $5,287+64.6% |
| Admin fee / account holder | $10,708 | $5,263+103.4% | $4,510+137.4% | $10,132+5.7% |