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 | $105,241 | $57,590+82.7% | $86,233+22.0% | $82,448+27.6% |
| Participation rate | 87.9% | 57.9%+30.0pp | 69.0%+18.9pp | 68.1%+19.8pp |
| Annual return | 18.05% | 22.41%-4.4pp | 61.39%-43.3pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,757 | $1,655+6.1% | $2,504-29.8% | $2,551-31.1% |
| Participant deferral / active EE | $4,173 | $3,080+35.5% | $4,559-8.5% | $4,139+0.8% |
| Admin fee / account holder | $5,669 | $4,730+19.8% | $8,342-32.0% | $7,234-21.6% |