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 | $99,222 | $60,022+65.3% | $88,946+11.6% | $84,808+17.0% |
| Participation rate | 77.4% | 57.8%+19.6pp | 68.8%+8.6pp | 68.3%+9.1pp |
| Annual return | 15.91% | 22.43%-6.5pp | 57.82%-41.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,537 | $1,703-9.8% | $2,555-39.9% | $2,631-41.6% |
| Participant deferral / active EE | $4,505 | $3,114+44.7% | $4,581-1.7% | $4,212+7.0% |
| Admin fee / account holder | $4,729 | $4,811-1.7% | $8,261-42.8% | $7,344-35.6% |