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 | $135,157 | $76,367+77.0% | $93,606+44.4% | $72,985+85.2% |
| Participation rate | 97.7% | 71.7%+26.0pp | 75.8%+21.9pp | 69.5%+28.2pp |
| Annual return | 23.07% | 25.82%-2.8pp | 32.76%-9.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,486 | $2,275+9.3% | $2,718-8.5% | $2,440+1.9% |
| Participant deferral / active EE | $4,350 | $3,538+23.0% | $4,069+6.9% | $3,607+20.6% |
| Admin fee / account holder | $584 | $6,838-91.5% | $7,888-92.6% | $5,124-88.6% |