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 | $93,028 | $45,073+106.4% | $69,455+33.9% | $72,985+27.5% |
| Participation rate | 76.5% | 68.5%+8.0pp | 74.6%+1.9pp | 69.5%+7.0pp |
| Annual return | 19.76% | 22.65%-2.9pp | 28.97%-9.2pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,325 | $2,054+13.2% | $2,779-16.4% | $2,440-4.7% |
| Participant deferral / active EE | $5,530 | $2,602+112.6% | $3,535+56.4% | $3,607+53.3% |
| Admin fee / account holder | $8,587 | $3,056+181.0% | $3,839+123.7% | $5,124+67.6% |