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 | $107,439 | $53,018+102.6% | $70,014+53.5% | $62,891+70.8% |
| Participation rate | 73.3% | 67.2%+6.1pp | 71.8%+1.5pp | 69.3%+4.0pp |
| Annual return | 6.85% | 13.35%-6.5pp | 12.99%-6.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,302 | $1,799+28.0% | $2,338-1.5% | $2,281+0.9% |
| Participant deferral / active EE | $5,685 | $2,395+137.4% | $2,931+94.0% | $3,203+77.5% |
| Admin fee / account holder | $4,277 | $3,690+15.9% | $4,380-2.4% | $4,296-0.4% |