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 | $96,824 | $67,606+43.2% | $82,313+17.6% | $70,131+38.1% |
| Participation rate | 91.8% | 72.8%+19.1pp | 76.9%+14.9pp | 69.5%+22.3pp |
| Annual return | 14.03% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,757 | $1,755+0.1% | $2,428-27.6% | $2,342-25.0% |
| Participant deferral / active EE | $4,406 | $2,987+47.5% | $3,706+18.9% | $3,332+32.2% |
| Admin fee / account holder | $1,693 | $4,512-62.5% | $5,608-69.8% | $4,645-63.5% |