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 | $112,944 | $80,717+39.9% | $154,803-27.0% | $84,808+33.2% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.3pp | 68.3%+8.4pp |
| Annual return | 21.12% | 37.96%-16.8pp | 58.88%-37.8pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,633 | $2,761-4.7% | $4,305-38.9% | $2,631+0.1% |
| Participant deferral / active EE | $4,314 | $3,303+30.6% | $5,540-22.1% | $4,212+2.4% |
| Admin fee / account holder | $6,890 | $6,746+2.1% | $14,329-51.9% | $7,344-6.2% |