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 | $117,597 | $64,480+82.4% | $81,382+44.5% | $80,856+45.4% |
| Participation rate | 93.3% | 63.9%+29.5pp | 69.5%+23.8pp | 67.6%+25.7pp |
| Annual return | 16.77% | 16.34%+0.4pp | 24.73%-8.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,813 | $1,978-8.4% | $2,463-26.4% | $2,755-34.2% |
| Participant deferral / active EE | $3,110 | $3,094+0.5% | $3,883-19.9% | $4,296-27.6% |
| Admin fee / account holder | $1,251 | $5,671-77.9% | $5,768-78.3% | $6,918-81.9% |