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 | $93,250 | $60,349+54.5% | $74,183+25.7% | $62,891+48.3% |
| Participation rate | 86.7% | 72.7%+13.9pp | 76.6%+10.0pp | 69.3%+17.4pp |
| Annual return | 6.10% | 21.37%-15.3pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,387 | $1,680-17.4% | $2,370-41.5% | $2,281-39.2% |
| Participant deferral / active EE | $4,154 | $2,856+45.4% | $3,550+17.0% | $3,203+29.7% |
| Admin fee / account holder | $1,534 | $4,261-64.0% | $5,586-72.5% | $4,296-64.3% |