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 | $122,017 | $67,606+80.5% | $82,313+48.2% | $70,131+74.0% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 16.98% | 21.57%-4.6pp | 25.88%-8.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $700 | $1,755-60.1% | $2,428-71.2% | $2,342-70.1% |
| Participant deferral / active EE | $3,502 | $2,987+17.2% | $3,706-5.5% | $3,332+5.1% |
| Admin fee / account holder | $17,751 | $4,512+293.4% | $5,608+216.5% | $4,645+282.1% |