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 5-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 | $154,897 | $99,341+55.9% | $84,750+82.8% | $273,961-43.5% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 11.10% | 22.93%-11.8pp | 22.78%-11.7pp | 41.45%-30.4pp |
| Employer contribution / active EE | $3,590 | $4,214-14.8% | $3,574+0.4% | $4,869-26.3% |
| Participant deferral / active EE | $6,797 | $4,269+59.2% | $3,712+83.1% | $5,287+28.6% |
| Admin fee / account holder | $3,824 | $6,644-42.4% | $5,332-28.3% | $10,132-62.3% |