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 | $116,274 | $90,503+28.5% | $78,689+47.8% | $273,961-57.6% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 2.71% | 75.60%-72.9pp | 62.18%-59.5pp | 41.45%-38.7pp |
| Employer contribution / active EE | $2,465 | $3,176-22.4% | $2,851-13.5% | $4,869-49.4% |
| Participant deferral / active EE | $2,844 | $3,901-27.1% | $3,517-19.1% | $5,287-46.2% |
| Admin fee / account holder | $3,875 | $5,263-26.4% | $4,510-14.1% | $10,132-61.8% |