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 | $115,852 | $77,503+49.5% | $100,391+15.4% | $80,856+43.3% |
| Participation rate | 73.6% | 76.9%-3.3pp | 81.5%-7.9pp | 67.6%+6.0pp |
| Annual return | 15.00% | 37.20%-22.2pp | 49.20%-34.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,687 | $2,801-4.1% | $3,942-31.8% | $2,755-2.5% |
| Participant deferral / active EE | $4,701 | $6,820-31.1% | $8,082-41.8% | $4,296+9.4% |
| Admin fee / account holder | $4,106 | $5,897-30.4% | $7,899-48.0% | $6,918-40.6% |