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 | $139,946 | $101,724+37.6% | $164,813-15.1% | $80,856+73.1% |
| Participation rate | 80.8% | 71.8%+8.9pp | 78.6%+2.2pp | 67.6%+13.1pp |
| Annual return | 11.97% | 16.72%-4.7pp | 69.93%-58.0pp | 35.59%-23.6pp |
| Employer contribution / active EE | $4,577 | $2,953+55.0% | $4,341+5.4% | $2,755+66.2% |
| Participant deferral / active EE | $4,978 | $4,477+11.2% | $6,031-17.5% | $4,296+15.9% |
| Admin fee / account holder | $4,943 | $8,227-39.9% | $12,690-61.0% | $6,918-28.5% |