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 | $115,484 | $62,586+84.5% | $76,768+50.4% | $64,186+79.9% |
| Participation rate | 92.9% | 72.8%+20.0pp | 77.0%+15.9pp | 69.6%+23.3pp |
| Annual return | 13.41% | -1.95%+15.4pp | 2.43%+11.0pp | 7.63%+5.8pp |
| Employer contribution / active EE | $1,528 | $1,832-16.6% | $2,485-38.5% | $2,381-35.8% |
| Participant deferral / active EE | $1,982 | $3,145-37.0% | $3,852-48.6% | $3,470-42.9% |
| Admin fee / account holder | $4,600 | $4,667-1.4% | $6,675-31.1% | $4,888-5.9% |