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 | $114,914 | $76,367+50.5% | $93,606+22.8% | $72,985+57.4% |
| Participation rate | 81.5% | 71.7%+9.7pp | 75.8%+5.7pp | 69.5%+12.0pp |
| Annual return | 19.08% | 25.82%-6.7pp | 32.76%-13.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,328 | $2,275-41.6% | $2,718-51.1% | $2,440-45.6% |
| Participant deferral / active EE | $3,521 | $3,538-0.5% | $4,069-13.5% | $3,607-2.4% |
| Admin fee / account holder | $8,256 | $6,838+20.7% | $7,888+4.7% | $5,124+61.1% |