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 | $128,759 | $67,606+90.5% | $82,313+56.4% | $70,131+83.6% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 33.71% | 21.57%+12.1pp | 25.88%+7.8pp | 73.14%-39.4pp |
| Employer contribution / active EE | $1,487 | $1,755-15.3% | $2,428-38.8% | $2,342-36.5% |
| Participant deferral / active EE | $4,430 | $2,987+48.3% | $3,706+19.5% | $3,332+33.0% |
| Admin fee / account holder | $4,294 | $4,512-4.8% | $5,608-23.4% | $4,645-7.6% |