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 | $121,182 | $58,577+106.9% | $83,333+45.4% | $64,186+88.8% |
| Participation rate | 80.6% | 72.0%+8.5pp | 77.8%+2.8pp | 69.6%+11.0pp |
| Annual return | 12.52% | 9.65%+2.9pp | 10.63%+1.9pp | 7.63%+4.9pp |
| Employer contribution / active EE | $1,057 | $2,098-49.6% | $3,379-68.7% | $2,381-55.6% |
| Participant deferral / active EE | $2,550 | $4,654-45.2% | $5,565-54.2% | $3,470-26.5% |
| Admin fee / account holder | $388 | $9,275-95.8% | $7,510-94.8% | $4,888-92.1% |