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 | $123,369 | $72,277+70.7% | $101,248+21.8% | $79,858+54.5% |
| Participation rate | 78.9% | 68.5%+10.5pp | 75.8%+3.1pp | 69.6%+9.3pp |
| Annual return | 17.02% | 22.30%-5.3pp | 46.47%-29.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,268 | $2,692-52.9% | $3,660-65.3% | $2,471-48.7% |
| Participant deferral / active EE | $3,684 | $3,282+12.3% | $4,370-15.7% | $3,740-1.5% |
| Admin fee / account holder | $2,729 | $4,400-38.0% | $5,945-54.1% | $5,306-48.6% |