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 | $119,050 | $73,933+61.0% | $96,683+23.1% | $75,163+58.4% |
| Participation rate | 73.7% | 66.4%+7.3pp | 74.3%-0.7pp | 67.2%+6.5pp |
| Annual return | 16.72% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,020 | $2,928-31.0% | $3,737-45.9% | $2,670-24.3% |
| Participant deferral / active EE | $3,787 | $3,659+3.5% | $4,878-22.4% | $4,125-8.2% |
| Admin fee / account holder | $1,019 | $5,216-80.5% | $6,730-84.9% | $5,651-82.0% |