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 | $173,447 | $104,251+66.4% | $91,001+90.6% | $147,584+17.5% |
| Participation rate | 89.5% | 78.2%+11.2pp | 75.6%+13.9pp | 82.8%+6.6pp |
| Annual return | 17.49% | 27.06%-9.6pp | 4.60%+12.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,561 | $3,116-17.8% | $2,456+4.3% | $4,876-47.5% |
| Participant deferral / active EE | $5,243 | $4,195+25.0% | $3,547+47.8% | $5,439-3.6% |
| Admin fee / account holder | $3,388 | $8,948-62.1% | $5,417-37.5% | $10,885-68.9% |