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 | $133,739 | $95,803+39.6% | $113,168+18.2% | $84,808+57.7% |
| Participation rate | 71.1% | 72.9%-1.8pp | 76.6%-5.5pp | 68.3%+2.7pp |
| Annual return | 17.15% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,096 | $2,360+31.2% | $2,975+4.1% | $2,631+17.7% |
| Participant deferral / active EE | $9,422 | $4,242+122.1% | $5,107+84.5% | $4,212+123.7% |
| Admin fee / account holder | $597 | $8,989-93.4% | $12,068-95.1% | $7,344-91.9% |