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 | $203,986 | $109,413+86.4% | $156,263+30.5% | $84,808+140.5% |
| Participation rate | 76.7% | 72.7%+4.0pp | 78.9%-2.2pp | 68.3%+8.4pp |
| Annual return | 14.88% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,830 | $2,907-37.0% | $4,333-57.8% | $2,631-30.4% |
| Participant deferral / active EE | $5,891 | $4,590+28.4% | $6,158-4.3% | $4,212+39.9% |
| Admin fee / account holder | $4,212 | $9,357-55.0% | $14,255-70.4% | $7,344-42.6% |