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 | $164,888 | $80,673+104.4% | $101,326+62.7% | $84,808+94.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 18.96% | 38.95%-20.0pp | 36.82%-17.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,566 | $2,698-4.9% | $3,665-30.0% | $2,631-2.5% |
| Participant deferral / active EE | $6,328 | $6,840-7.5% | $7,994-20.8% | $4,212+50.2% |
| Admin fee / account holder | $4,263 | $12,784-66.7% | $11,185-61.9% | $7,344-42.0% |