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 | $101,829 | $67,606+50.6% | $82,313+23.7% | $70,131+45.2% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 21.02% | 21.57%-0.5pp | 25.88%-4.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,362 | $1,755+34.6% | $2,428-2.7% | $2,342+0.8% |
| Participant deferral / active EE | $1,937 | $2,987-35.1% | $3,706-47.7% | $3,332-41.9% |
| Admin fee / account holder | $2,251 | $4,512-50.1% | $5,608-59.9% | $4,645-51.5% |