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 | $112,303 | $72,177+55.6% | $115,037-2.4% | $59,632+88.3% |
| Participation rate | 87.8% | 72.6%+15.3pp | 81.4%+6.4pp | 68.7%+19.1pp |
| Annual return | 10.56% | 12.02%-1.5pp | 26.14%-15.6pp | 2041.28%-2030.7pp |
| Employer contribution / active EE | $1,199 | $2,841-57.8% | $4,608-74.0% | $2,203-45.6% |
| Participant deferral / active EE | $8,242 | $4,783+72.3% | $6,026+36.8% | $3,192+158.3% |
| Admin fee / account holder | $1,165 | $4,927-76.4% | $8,175-85.8% | $4,297-72.9% |