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 | $116,510 | $94,625+23.1% | $116,228+0.2% | $84,808+37.4% |
| Participation rate | 74.1% | 70.4%+3.6pp | 74.6%-0.5pp | 68.3%+5.8pp |
| Annual return | 18.50% | 20.40%-1.9pp | 90.06%-71.6pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,904 | $2,347+23.8% | $2,994-3.0% | $2,631+10.4% |
| Participant deferral / active EE | $6,864 | $3,972+72.8% | $4,953+38.6% | $4,212+63.0% |
| Admin fee / account holder | $2,091 | $10,091-79.3% | $11,989-82.6% | $7,344-71.5% |