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 | $114,450 | $48,076+138.1% | $78,689+45.4% | $62,891+82.0% |
| Participation rate | 88.5% | 65.2%+23.3pp | 73.6%+14.9pp | 69.3%+19.2pp |
| Annual return | 7.21% | 31.35%-24.1pp | 62.18%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,609 | $2,015+79.1% | $2,851+26.6% | $2,281+58.2% |
| Participant deferral / active EE | $4,830 | $2,588+86.7% | $3,517+37.3% | $3,203+50.8% |
| Admin fee / account holder | $2,122 | $3,207-33.8% | $4,510-53.0% | $4,296-50.6% |