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 | $125,759 | $72,012+74.6% | $185,823-32.3% | $79,858+57.5% |
| Participation rate | 76.0% | 65.8%+10.2pp | 78.0%-2.0pp | 69.6%+6.4pp |
| Annual return | 12.00% | 23.12%-11.1pp | 35.95%-24.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,119 | $1,965+58.8% | $4,087-23.7% | $2,471+26.2% |
| Participant deferral / active EE | $6,895 | $3,779+82.5% | $5,632+22.4% | $3,740+84.3% |
| Admin fee / account holder | $4,970 | $4,513+10.1% | $9,500-47.7% | $5,306-6.3% |