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 | $129,007 | $101,724+26.8% | $164,813-21.7% | $80,856+59.6% |
| Participation rate | 82.4% | 71.8%+10.5pp | 78.6%+3.7pp | 67.6%+14.7pp |
| Annual return | 14.79% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,317 | $2,953+12.3% | $4,341-23.6% | $2,755+20.4% |
| Participant deferral / active EE | $6,112 | $4,477+36.5% | $6,031+1.3% | $4,296+42.3% |
| Admin fee / account holder | $578 | $8,227-93.0% | $12,690-95.4% | $6,918-91.6% |