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 | $136,756 | $78,422+74.4% | $95,952+42.5% | $79,858+71.2% |
| Participation rate | 76.2% | 73.5%+2.7pp | 77.1%-0.9pp | 69.6%+6.6pp |
| Annual return | 21.77% | 19.37%+2.4pp | 91.61%-69.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,741 | $1,945-10.5% | $2,541-31.5% | $2,471-29.5% |
| Participant deferral / active EE | $4,073 | $3,440+18.4% | $4,167-2.2% | $3,740+8.9% |
| Admin fee / account holder | $1,884 | $5,622-66.5% | $6,795-72.3% | $5,306-64.5% |