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 | $128,180 | $82,523+55.3% | $115,752+10.7% | $70,131+82.8% |
| Participation rate | 84.8% | 74.0%+10.9pp | 77.8%+7.1pp | 69.5%+15.3pp |
| Annual return | 13.65% | 28.22%-14.6pp | 19.41%-5.8pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,577 | $2,758-42.8% | $3,492-54.8% | $2,342-32.7% |
| Participant deferral / active EE | $3,984 | $4,062-1.9% | $5,204-23.4% | $3,332+19.6% |
| Admin fee / account holder | $676 | $4,552-85.1% | $6,278-89.2% | $4,645-85.4% |