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 | $145,612 | $58,512+148.9% | $84,015+73.3% | $72,985+99.5% |
| Participation rate | 96.0% | 61.2%+34.8pp | 69.0%+27.0pp | 69.5%+26.5pp |
| Annual return | 21.18% | 28.93%-7.8pp | 71.31%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,094 | $1,163-6.0% | $1,983-44.9% | $2,440-55.2% |
| Participant deferral / active EE | $5,887 | $2,394+145.9% | $3,239+81.8% | $3,607+63.2% |
| Admin fee / account holder | $5,441 | $4,569+19.1% | $6,101-10.8% | $5,124+6.2% |