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 | $133,049 | $83,477+59.4% | $125,175+6.3% | $72,985+82.3% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.5%+5.5pp |
| Annual return | 20.96% | 25.78%-4.8pp | 43.79%-22.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,705 | $2,345+15.3% | $3,865-30.0% | $2,440+10.8% |
| Participant deferral / active EE | $4,235 | $3,585+18.1% | $4,937-14.2% | $3,607+17.4% |
| Admin fee / account holder | $21,703 | $5,517+293.4% | $9,702+123.7% | $5,124+323.5% |