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 | $137,082 | $101,724+34.8% | $164,813-16.8% | $80,856+69.5% |
| Participation rate | 88.2% | 71.8%+16.4pp | 78.6%+9.6pp | 67.6%+20.6pp |
| Annual return | 14.79% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,245 | $2,953+43.7% | $4,341-2.2% | $2,755+54.1% |
| Participant deferral / active EE | $6,914 | $4,477+54.4% | $6,031+14.6% | $4,296+61.0% |
| Admin fee / account holder | $2,369 | $8,227-71.2% | $12,690-81.3% | $6,918-65.8% |