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 | $120,377 | $63,355+90.0% | $91,989+30.9% | $72,985+64.9% |
| Participation rate | 70.3% | 72.5%-2.2pp | 78.6%-8.4pp | 69.5%+0.8pp |
| Annual return | 22.41% | 35.35%-12.9pp | 69.02%-46.6pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,166 | $2,116+2.4% | $3,452-37.3% | $2,440-11.2% |
| Participant deferral / active EE | $8,061 | $4,883+65.1% | $5,923+36.1% | $3,607+123.5% |
| Admin fee / account holder | $3,150 | $4,668-32.5% | $7,743-59.3% | $5,124-38.5% |