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 | $93,432 | $60,349+54.8% | $74,183+25.9% | $62,891+48.6% |
| Participation rate | 76.9% | 72.7%+4.2pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 7.64% | 21.37%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,883 | $1,680+12.0% | $2,370-20.6% | $2,281-17.5% |
| Participant deferral / active EE | $3,838 | $2,856+34.4% | $3,550+8.1% | $3,203+19.8% |
| Admin fee / account holder | $2,391 | $4,261-43.9% | $5,586-57.2% | $4,296-44.3% |