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 | $104,771 | $57,016+83.8% | $84,966+23.3% | $80,856+29.6% |
| Participation rate | 89.6% | 56.3%+33.2pp | 67.5%+22.1pp | 67.6%+21.9pp |
| Annual return | 13.14% | 21.66%-8.5pp | 66.38%-53.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,047 | $1,798-41.8% | $2,727-61.6% | $2,755-62.0% |
| Participant deferral / active EE | $5,541 | $3,110+78.2% | $4,519+22.6% | $4,296+29.0% |
| Admin fee / account holder | $4,017 | $4,980-19.3% | $6,149-34.7% | $6,918-41.9% |