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 | $94,505 | $63,764+48.2% | $81,930+15.3% | $79,858+18.3% |
| Participation rate | 71.7% | 67.5%+4.2pp | 72.0%-0.3pp | 69.6%+2.1pp |
| Annual return | 19.05% | 22.66%-3.6pp | 29.49%-10.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,122 | $1,795+18.2% | $4,310-50.8% | $2,471-14.1% |
| Participant deferral / active EE | $5,847 | $2,780+110.3% | $7,107-17.7% | $3,740+56.3% |
| Admin fee / account holder | $3,694 | $4,426-16.6% | $5,158-28.4% | $5,306-30.4% |