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 | $114,462 | $80,968+41.4% | $96,544+18.6% | $75,163+52.3% |
| Participation rate | 80.9% | 71.8%+9.1pp | 76.0%+4.9pp | 67.2%+13.7pp |
| Annual return | 33.96% | 27.06%+6.9pp | 25.84%+8.1pp | 160.62%-126.7pp |
| Employer contribution / active EE | $1,410 | $2,282-38.2% | $2,965-52.4% | $2,670-47.2% |
| Participant deferral / active EE | $4,099 | $3,928+4.3% | $4,851-15.5% | $4,125-0.6% |
| Admin fee / account holder | $1,836 | $6,724-72.7% | $8,252-77.8% | $5,651-67.5% |