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 | $92,871 | $45,035+106.2% | $62,995+47.4% | $70,131+32.4% |
| Participation rate | 77.8% | 69.5%+8.3pp | 74.8%+3.0pp | 69.5%+8.2pp |
| Annual return | 13.83% | 18.76%-4.9pp | 87.57%-73.7pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,156 | $2,051-43.6% | $2,759-58.1% | $2,342-50.6% |
| Participant deferral / active EE | $4,467 | $2,465+81.2% | $3,329+34.2% | $3,332+34.1% |
| Admin fee / account holder | $5,985 | $2,834+111.1% | $3,600+66.2% | $4,645+28.8% |