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 | $108,825+87.4% | $156,181+30.6% | $82,448+147.4% |
| Participation rate | 76.7% | 72.4%+4.3pp | 78.8%-2.2pp | 68.1%+8.6pp |
| Annual return | 14.88% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,830 | $2,870-36.2% | $4,294-57.4% | $2,551-28.3% |
| Participant deferral / active EE | $5,891 | $4,577+28.7% | $6,132-3.9% | $4,139+42.3% |
| Admin fee / account holder | $4,212 | $9,341-54.9% | $14,586-71.1% | $7,234-41.8% |