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 | $130,893 | $54,762+139.0% | $90,281+45.0% | $72,985+79.3% |
| Participation rate | 74.1% | 65.1%+8.9pp | 73.3%+0.8pp | 69.5%+4.6pp |
| Annual return | 17.45% | 30.63%-13.2pp | 78.10%-60.7pp | 81.00%-63.6pp |
| Employer contribution / active EE | $2,057 | $2,092-1.7% | $2,854-27.9% | $2,440-15.7% |
| Participant deferral / active EE | $4,801 | $2,887+66.3% | $3,885+23.6% | $3,607+33.1% |
| Admin fee / account holder | $2,017 | $3,972-49.2% | $5,351-62.3% | $5,124-60.6% |