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 | $119,336 | $83,477+43.0% | $125,175-4.7% | $72,985+63.5% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.5%+7.4pp |
| Annual return | 24.26% | 25.78%-1.5pp | 43.79%-19.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,218 | $2,345-5.4% | $3,865-42.6% | $2,440-9.1% |
| Participant deferral / active EE | $4,330 | $3,585+20.8% | $4,937-12.3% | $3,607+20.0% |
| Admin fee / account holder | $1,786 | $5,517-67.6% | $9,702-81.6% | $5,124-65.1% |