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 4-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 | $103,468 | $81,460+27.0% | $103,333+0.1% | $80,856+28.0% |
| Participation rate | 71.0% | 66.8%+4.1pp | 74.5%-3.5pp | 67.6%+3.3pp |
| Annual return | 11.88% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,592 | $3,105-48.7% | $3,868-58.8% | $2,755-42.2% |
| Participant deferral / active EE | $2,802 | $3,869-27.6% | $5,057-44.6% | $4,296-34.8% |
| Admin fee / account holder | $3,100 | $6,566-52.8% | $8,355-62.9% | $6,918-55.2% |