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 | $112,265 | $101,724+10.4% | $164,813-31.9% | $80,856+38.8% |
| Participation rate | 82.8% | 71.8%+10.9pp | 78.6%+4.2pp | 67.6%+15.1pp |
| Annual return | 12.85% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,773 | $2,953+27.8% | $4,341-13.1% | $2,755+37.0% |
| Participant deferral / active EE | $7,621 | $4,477+70.2% | $6,031+26.4% | $4,296+77.4% |
| Admin fee / account holder | $30,881 | $8,227+275.3% | $12,690+143.4% | $6,918+346.4% |