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 | $141,850 | $76,407+85.7% | $150,298-5.6% | $82,448+72.0% |
| Participation rate | 76.0% | 66.4%+9.6pp | 77.8%-1.8pp | 68.1%+7.9pp |
| Annual return | 13.62% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,715 | $2,614+3.9% | $4,154-34.6% | $2,551+6.4% |
| Participant deferral / active EE | $5,811 | $3,214+80.8% | $5,453+6.6% | $4,139+40.4% |
| Admin fee / account holder | $10,928 | $6,352+72.0% | $14,116-22.6% | $7,234+51.1% |