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 | $130,955 | $86,929+50.6% | $102,423+27.9% | $80,856+62.0% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.7pp |
| Annual return | 11.35% | 18.88%-7.5pp | 29.32%-18.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,519 | $2,369-35.9% | $3,023-49.8% | $2,755-44.9% |
| Participant deferral / active EE | $4,035 | $4,118-2.0% | $5,053-20.2% | $4,296-6.1% |
| Admin fee / account holder | $3,535 | $8,049-56.1% | $9,451-62.6% | $6,918-48.9% |