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 | $114,842 | $90,503+26.9% | $78,689+45.9% | $273,961-58.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 7.36% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,526 | $3,176+11.0% | $2,851+23.7% | $4,869-27.6% |
| Participant deferral / active EE | $5,285 | $3,901+35.5% | $3,517+50.3% | $5,2870% |
| Admin fee / account holder | $1,966 | $5,263-62.6% | $4,510-56.4% | $10,132-80.6% |