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 | $50,775 | $132,239-61.6% | $105,722-52.0% | $273,961-81.5% |
| Participation rate | 95.2% | 83.2%+12.0pp | 78.9%+16.3pp | 83.0%+12.2pp |
| Annual return | 11.45% | 10.07%+1.4pp | 12.25%-0.8pp | 41.45%-30.0pp |
| Employer contribution / active EE | $3,645 | $4,867-25.1% | $4,079-10.6% | $4,869-25.1% |
| Participant deferral / active EE | $10,838 | $6,233+73.9% | $5,326+103.5% | $5,287+105.0% |
| Admin fee / account holder | $4,614 | $12,032-61.7% | $8,308-44.5% | $10,132-54.5% |