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 | $137,308 | $58,577+134.4% | $83,333+64.8% | $64,186+113.9% |
| Participation rate | 88.9% | 72.0%+16.9pp | 77.8%+11.1pp | 69.6%+19.3pp |
| Annual return | 11.69% | 9.65%+2.0pp | 10.63%+1.1pp | 7.63%+4.1pp |
| Employer contribution / active EE | $1,815 | $2,098-13.5% | $3,379-46.3% | $2,381-23.8% |
| Participant deferral / active EE | $4,887 | $4,654+5.0% | $5,565-12.2% | $3,470+40.8% |
| Admin fee / account holder | $9,964 | $9,275+7.4% | $7,510+32.7% | $4,888+103.9% |