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 | $197,874 | $83,477+137.0% | $125,175+58.1% | $72,985+171.1% |
| Participation rate | 79.7% | 73.3%+6.3pp | 79.8%-0.1pp | 69.5%+10.2pp |
| Annual return | 21.94% | 25.78%-3.8pp | 43.79%-21.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,524 | $2,345+50.3% | $3,865-8.8% | $2,440+44.4% |
| Participant deferral / active EE | $3,898 | $3,585+8.7% | $4,937-21.0% | $3,607+8.0% |
| Admin fee / account holder | $15,047 | $5,517+172.7% | $9,702+55.1% | $5,124+193.6% |