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 | $68,699 | $39,122+75.6% | $57,179+20.1% | $62,891+9.2% |
| Participation rate | 98.7% | 70.5%+28.2pp | 75.3%+23.4pp | 69.3%+29.4pp |
| Annual return | 7.33% | 9.23%-1.9pp | 14.59%-7.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,748 | $1,874-6.7% | $2,682-34.8% | $2,281-23.4% |
| Participant deferral / active EE | $2,116 | $2,374-10.9% | $3,096-31.7% | $3,203-33.9% |
| Admin fee / account holder | $2,849 | $2,592+9.9% | $3,139-9.3% | $4,296-33.7% |