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 | $87,138 | $76,552+13.8% | $123,892-29.7% | $62,891+38.6% |
| Participation rate | 78.3% | 73.0%+5.3pp | 81.4%-3.2pp | 69.3%+9.0pp |
| Annual return | 10.99% | 18.68%-7.7pp | 47.52%-36.5pp | 20.14%-9.1pp |
| Employer contribution / active EE | $3,216 | $2,883+11.6% | $4,617-30.3% | $2,281+41.0% |
| Participant deferral / active EE | $7,812 | $4,840+61.4% | $5,984+30.5% | $3,203+143.9% |
| Admin fee / account holder | $5,729 | $4,826+18.7% | $8,357-31.4% | $4,296+33.4% |