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 | $111,889 | $74,927+49.3% | $101,794+9.9% | $84,808+31.9% |
| Participation rate | 94.3% | 61.4%+32.9pp | 69.2%+25.1pp | 68.3%+26.0pp |
| Annual return | 13.60% | 18.70%-5.1pp | 30.53%-16.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,743 | $1,522+80.3% | $2,289+19.9% | $2,631+4.3% |
| Participant deferral / active EE | $11,214 | $3,099+261.8% | $4,084+174.6% | $4,212+166.3% |
| Admin fee / account holder | $3,571 | $6,514-45.2% | $8,777-59.3% | $7,344-51.4% |