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 | $136,181 | $60,022+126.9% | $88,946+53.1% | $84,808+60.6% |
| Participation rate | 84.0% | 57.8%+26.2pp | 68.8%+15.2pp | 68.3%+15.7pp |
| Annual return | 17.53% | 22.43%-4.9pp | 57.82%-40.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,284 | $1,703+34.1% | $2,555-10.6% | $2,631-13.2% |
| Participant deferral / active EE | $4,595 | $3,114+47.6% | $4,581+0.3% | $4,212+9.1% |
| Admin fee / account holder | $2,324 | $4,811-51.7% | $8,261-71.9% | $7,344-68.4% |