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 | $101,704 | $73,787+37.8% | $98,716+3.0% | $82,448+23.4% |
| Participation rate | 82.8% | 61.4%+21.4pp | 69.3%+13.5pp | 68.1%+14.7pp |
| Annual return | 17.61% | 18.57%-1.0pp | 31.81%-14.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,458 | $1,511-3.5% | $2,279-36.0% | $2,551-42.8% |
| Participant deferral / active EE | $2,464 | $3,081-20.1% | $4,048-39.1% | $4,139-40.5% |
| Admin fee / account holder | $3,902 | $6,500-40.0% | $8,703-55.2% | $7,234-46.1% |