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 | $127,433 | $86,929+46.6% | $102,423+24.4% | $80,856+57.6% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.1pp |
| Annual return | 15.56% | 18.88%-3.3pp | 29.32%-13.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,878 | $2,369-20.8% | $3,023-37.9% | $2,755-31.8% |
| Participant deferral / active EE | $2,979 | $4,118-27.7% | $5,053-41.0% | $4,296-30.7% |
| Admin fee / account holder | $1,532 | $8,049-81.0% | $9,451-83.8% | $6,918-77.9% |