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 | $131,472 | $62,672+109.8% | $185,117-29.0% | $70,131+87.5% |
| Participation rate | 70.0% | 63.8%+6.2pp | 77.3%-7.3pp | 69.5%+0.5pp |
| Annual return | 18.23% | 40.79%-22.6pp | 40.50%-22.3pp | 73.14%-54.9pp |
| Employer contribution / active EE | $4,586 | $1,753+161.6% | $4,182+9.7% | $2,342+95.8% |
| Participant deferral / active EE | $4,734 | $3,272+44.7% | $5,045-6.2% | $3,332+42.1% |
| Admin fee / account holder | $635 | $3,932-83.8% | $8,159-92.2% | $4,645-86.3% |