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 | $142,878 | $95,803+49.1% | $113,168+26.3% | $84,808+68.5% |
| Participation rate | 79.3% | 72.9%+6.4pp | 76.6%+2.7pp | 68.3%+11.0pp |
| Annual return | 14.74% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,386 | $2,360+1.1% | $2,975-19.8% | $2,631-9.3% |
| Participant deferral / active EE | $4,315 | $4,242+1.7% | $5,107-15.5% | $4,212+2.5% |
| Admin fee / account holder | $3,797 | $8,989-57.8% | $12,068-68.5% | $7,344-48.3% |