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 | $94,767 | $58,512+62.0% | $84,015+12.8% | $72,985+29.8% |
| Participation rate | 87.5% | 61.2%+26.3pp | 69.0%+18.5pp | 69.5%+18.0pp |
| Annual return | 22.77% | 28.93%-6.2pp | 71.31%-48.5pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,180 | $1,163+1.4% | $1,983-40.5% | $2,440-51.7% |
| Participant deferral / active EE | $3,416 | $2,394+42.7% | $3,239+5.5% | $3,607-5.3% |
| Admin fee / account holder | $7,740 | $4,569+69.4% | $6,101+26.9% | $5,124+51.0% |