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 | $127,289 | $88,707+43.5% | $74,183+71.6% | $273,961-53.5% |
| Participation rate | 95.7% | 79.4%+16.2pp | 76.6%+19.0pp | 83.0%+12.6pp |
| Annual return | 6.32% | 11.94%-5.6pp | 17.74%-11.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,480 | $3,159-21.5% | $2,370+4.6% | $4,869-49.1% |
| Participant deferral / active EE | $7,319 | $4,212+73.8% | $3,550+106.2% | $5,287+38.4% |
| Admin fee / account holder | $7,581 | $8,717-13.0% | $5,586+35.7% | $10,132-25.2% |