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 | $144,279 | $67,606+113.4% | $82,313+75.3% | $70,131+105.7% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 20.44% | 21.57%-1.1pp | 25.88%-5.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,015 | $1,755+14.8% | $2,428-17.0% | $2,342-14.0% |
| Participant deferral / active EE | $4,822 | $2,987+61.4% | $3,706+30.1% | $3,332+44.7% |
| Admin fee / account holder | $1,204 | $4,512-73.3% | $5,608-78.5% | $4,645-74.1% |