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 | $106,723 | $67,606+57.9% | $82,313+29.7% | $70,131+52.2% |
| Participation rate | 73.5% | 72.8%+0.8pp | 76.9%-3.4pp | 69.5%+4.0pp |
| Annual return | 16.17% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,670 | $1,755-4.8% | $2,428-31.2% | $2,342-28.7% |
| Participant deferral / active EE | $4,718 | $2,987+57.9% | $3,706+27.3% | $3,332+41.6% |
| Admin fee / account holder | $3,779 | $4,512-16.2% | $5,608-32.6% | $4,645-18.6% |