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 | $144,820 | $80,717+79.4% | $154,803-6.4% | $84,808+70.8% |
| Participation rate | 87.0% | 66.8%+20.1pp | 78.1%+8.9pp | 68.3%+18.6pp |
| Annual return | 14.77% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,252 | $2,761-18.5% | $4,305-47.7% | $2,631-14.4% |
| Participant deferral / active EE | $6,685 | $3,303+102.4% | $5,540+20.7% | $4,212+58.7% |
| Admin fee / account holder | $6,208 | $6,746-8.0% | $14,329-56.7% | $7,344-15.5% |