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 | $94,586 | $95,762-1.2% | $379,746-75.1% | $79,858+18.4% |
| Participation rate | 80.0% | 74.0%+6.0pp | 78.4%+1.6pp | 69.6%+10.4pp |
| Annual return | 19.90% | 18.26%+1.6pp | 34.90%-15.0pp | 31.71%-11.8pp |
| Employer contribution / active EE | $9,670 | $2,695+258.8% | $3,540+173.2% | $2,471+291.4% |
| Participant deferral / active EE | $11,770 | $4,705+150.2% | $6,024+95.4% | $3,740+214.7% |
| Admin fee / account holder | $1,162 | $6,745-82.8% | $7,927-85.3% | $5,306-78.1% |