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 | $103,245 | $72,492+42.4% | $87,100+18.5% | $72,985+41.5% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%+0.1pp | 69.5%+7.4pp |
| Annual return | 26.86% | 24.46%+2.4pp | 28.19%-1.3pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,699 | $1,894-10.3% | $2,521-32.6% | $2,440-30.4% |
| Participant deferral / active EE | $3,696 | $3,270+13.0% | $4,049-8.7% | $3,607+2.5% |
| Admin fee / account holder | $835 | $5,055-83.5% | $7,497-88.9% | $5,124-83.7% |