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 | $126,661 | $83,477+51.7% | $125,175+1.2% | $72,985+73.5% |
| Participation rate | 73.1% | 73.3%-0.2pp | 79.8%-6.7pp | 69.5%+3.6pp |
| Annual return | 31.35% | 25.78%+5.6pp | 43.79%-12.4pp | 81.00%-49.6pp |
| Employer contribution / active EE | $2,066 | $2,345-11.9% | $3,865-46.5% | $2,440-15.3% |
| Participant deferral / active EE | $5,105 | $3,585+42.4% | $4,937+3.4% | $3,607+41.5% |
| Admin fee / account holder | $13,572 | $5,517+146.0% | $9,702+39.9% | $5,124+164.8% |