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 | $133,269 | $73,787+80.6% | $98,716+35.0% | $82,448+61.6% |
| Participation rate | 71.0% | 61.4%+9.6pp | 69.3%+1.7pp | 68.1%+2.9pp |
| Annual return | 14.75% | 18.57%-3.8pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,458 | $1,511-3.5% | $2,279-36.0% | $2,551-42.8% |
| Participant deferral / active EE | $2,306 | $3,081-25.2% | $4,048-43.0% | $4,139-44.3% |
| Admin fee / account holder | $2,913 | $6,500-55.2% | $8,703-66.5% | $7,234-59.7% |