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 | $124,249 | $96,956+28.2% | $70,014+77.5% | $273,961-54.6% |
| Participation rate | 72.7% | 77.1%-4.3pp | 71.8%+0.9pp | 83.0%-10.3pp |
| Annual return | 8.57% | 12.93%-4.4pp | 12.99%-4.4pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,790 | $3,316-46.0% | $2,338-23.5% | $4,869-63.2% |
| Participant deferral / active EE | $6,147 | $3,744+64.2% | $2,931+109.7% | $5,287+16.3% |
| Admin fee / account holder | $1,285 | $7,934-83.8% | $4,380-70.7% | $10,132-87.3% |