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 | $68,608 | $39,122+75.4% | $57,179+20.0% | $62,891+9.1% |
| Participation rate | 94.0% | 70.5%+23.5pp | 75.3%+18.7pp | 69.3%+24.7pp |
| Annual return | 8.06% | 9.23%-1.2pp | 14.59%-6.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,247 | $1,874+19.9% | $2,682-16.2% | $2,281-1.5% |
| Participant deferral / active EE | $6,900 | $2,374+190.7% | $3,096+122.9% | $3,203+115.4% |
| Admin fee / account holder | $741 | $2,592-71.4% | $3,139-76.4% | $4,296-82.8% |