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 | $76,342 | $60,349+26.5% | $74,183+2.9% | $62,891+21.4% |
| Participation rate | 93.5% | 72.7%+20.8pp | 76.6%+16.9pp | 69.3%+24.2pp |
| Annual return | 7.19% | 21.37%-14.2pp | 17.74%-10.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,303 | $1,680-22.4% | $2,370-45.0% | $2,281-42.9% |
| Participant deferral / active EE | $2,126 | $2,856-25.6% | $3,550-40.1% | $3,203-33.6% |
| Admin fee / account holder | $4,111 | $4,261-3.5% | $5,586-26.4% | $4,296-4.3% |