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 | $113,337 | $123,793-8.4% | $177,821-36.3% | $79,858+41.9% |
| Participation rate | 93.8% | 84.7%+9.1pp | 87.7%+6.0pp | 69.6%+24.1pp |
| Annual return | 23.48% | 22.82%+0.7pp | 48.32%-24.8pp | 31.71%-8.2pp |
| Employer contribution / active EE | $3,343 | $4,095-18.4% | $5,918-43.5% | $2,471+35.3% |
| Participant deferral / active EE | $8,420 | $5,956+41.4% | $7,714+9.1% | $3,740+125.1% |
| Admin fee / account holder | $3,170 | $7,243-56.2% | $12,427-74.5% | $5,306-40.3% |