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 | $113,020 | $87,013+29.9% | $106,213+6.4% | $80,856+39.8% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.3%-0.3pp | 67.6%+7.4pp |
| Annual return | 14.40% | 17.05%-2.7pp | 116.14%-101.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,625 | $2,395+9.6% | $3,171-17.2% | $2,755-4.7% |
| Participant deferral / active EE | $6,489 | $3,986+62.8% | $5,016+29.4% | $4,296+51.1% |
| Admin fee / account holder | $2,021 | $8,431-76.0% | $11,033-81.7% | $6,918-70.8% |