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 | $145,007 | $81,446+78.0% | $103,374+40.3% | $80,874+79.3% |
| Participation rate | 93.3% | 66.9%+26.5pp | 74.5%+18.8pp | 67.6%+25.7pp |
| Annual return | 11.38% | 25.57%-14.2pp | 24.89%-13.5pp | 35.62%-24.2pp |
| Employer contribution / active EE | $2,890 | $3,107-7.0% | $3,869-25.3% | $2,756+4.9% |
| Participant deferral / active EE | $7,590 | $3,870+96.1% | $5,058+50.1% | $4,297+76.6% |
| Admin fee / account holder | $1,306 | $6,715-80.6% | $8,394-84.4% | $6,935-81.2% |