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 | $85,784 | $46,869+83.0% | $122,332-29.9% | $70,131+22.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.11% | 24.22%-10.1pp | 30.27%-16.2pp | 73.14%-59.0pp |
| Employer contribution / active EE | $953 | $1,288-26.0% | $4,050-76.5% | $2,342-59.3% |
| Participant deferral / active EE | $3,714 | $2,166+71.4% | $3,287+13.0% | $3,332+11.5% |
| Admin fee / account holder | $4,408 | $3,322+32.7% | $5,478-19.5% | $4,645-5.1% |