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 | $116,811 | $72,492+61.1% | $87,100+34.1% | $72,985+60.0% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 21.45% | 24.46%-3.0pp | 28.19%-6.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,960 | $1,894+3.5% | $2,521-22.3% | $2,440-19.7% |
| Participant deferral / active EE | $6,527 | $3,270+99.6% | $4,049+61.2% | $3,607+80.9% |
| Admin fee / account holder | $405 | $5,055-92.0% | $7,497-94.6% | $5,124-92.1% |