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 | $98,858 | $61,660+60.3% | $80,019+23.5% | $64,186+54.0% |
| Participation rate | 78.3% | 71.7%+6.6pp | 75.8%+2.4pp | 69.6%+8.7pp |
| Annual return | 9.04% | -0.33%+9.4pp | 11.22%-2.2pp | 7.63%+1.4pp |
| Employer contribution / active EE | $2,092 | $1,810+15.5% | $2,468-15.2% | $2,381-12.1% |
| Participant deferral / active EE | $1,690 | $2,968-43.1% | $3,686-54.2% | $3,470-51.3% |
| Admin fee / account holder | $3,265 | $5,417-39.7% | $6,521-49.9% | $4,888-33.2% |