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 | $80,717+75.7% | $154,803-8.4% | $84,808+67.3% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.1pp | 68.3%+7.7pp |
| Annual return | 13.62% | 37.96%-24.3pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,715 | $2,761-1.7% | $4,305-36.9% | $2,631+3.2% |
| Participant deferral / active EE | $5,811 | $3,303+75.9% | $5,540+4.9% | $4,212+38.0% |
| Admin fee / account holder | $10,928 | $6,746+62.0% | $14,329-23.7% | $7,344+48.8% |