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 | $143,029 | $109,359+30.8% | $162,163-11.8% | $72,985+96.0% |
| Participation rate | 96.7% | 84.3%+12.4pp | 87.6%+9.1pp | 69.5%+27.2pp |
| Annual return | 23.13% | 25.46%-2.3pp | 115.59%-92.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $4,706 | $3,907+20.4% | $5,614-16.2% | $2,440+92.9% |
| Participant deferral / active EE | $8,894 | $5,481+62.3% | $7,298+21.9% | $3,607+146.6% |
| Admin fee / account holder | $2,932 | $7,972-63.2% | $10,843-73.0% | $5,124-42.8% |