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 | $139,215 | $95,803+45.3% | $113,168+23.0% | $84,808+64.2% |
| Participation rate | 77.8% | 72.9%+4.9pp | 76.6%+1.2pp | 68.3%+9.5pp |
| Annual return | 12.68% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,029 | $2,360+28.3% | $2,975+1.8% | $2,631+15.1% |
| Participant deferral / active EE | $6,835 | $4,242+61.1% | $5,107+33.8% | $4,212+62.3% |
| Admin fee / account holder | $4,160 | $8,989-53.7% | $12,068-65.5% | $7,344-43.4% |