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 | $135,027 | $60,022+125.0% | $88,946+51.8% | $84,808+59.2% |
| Participation rate | 81.8% | 57.8%+24.0pp | 68.8%+13.0pp | 68.3%+13.5pp |
| Annual return | 13.91% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,818 | $1,703+6.8% | $2,555-28.8% | $2,631-30.9% |
| Participant deferral / active EE | $3,569 | $3,114+14.6% | $4,581-22.1% | $4,212-15.2% |
| Admin fee / account holder | $5,606 | $4,811+16.5% | $8,261-32.1% | $7,344-23.7% |