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 | $79,255 | $60,349+31.3% | $74,183+6.8% | $62,891+26.0% |
| Participation rate | 74.5% | 72.7%+1.8pp | 76.6%-2.1pp | 69.3%+5.2pp |
| Annual return | 6.88% | 21.37%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,744 | $1,680+3.8% | $2,370-26.4% | $2,281-23.5% |
| Participant deferral / active EE | $4,551 | $2,856+59.4% | $3,550+28.2% | $3,203+42.1% |
| Admin fee / account holder | $9,840 | $4,261+130.9% | $5,586+76.2% | $4,296+129.1% |