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 | $109,061 | $72,492+50.4% | $87,100+25.2% | $72,985+49.4% |
| Participation rate | 79.4% | 72.8%+6.6pp | 76.9%+2.5pp | 69.5%+9.9pp |
| Annual return | 21.80% | 24.46%-2.7pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $900 | $1,894-52.5% | $2,521-64.3% | $2,440-63.1% |
| Participant deferral / active EE | $4,360 | $3,270+33.4% | $4,049+7.7% | $3,607+20.9% |
| Admin fee / account holder | $9,152 | $5,055+81.1% | $7,497+22.1% | $5,124+78.6% |