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 | $84,090 | $64,517+30.3% | $81,438+3.3% | $80,874+4.0% |
| Participation rate | 72.2% | 63.9%+8.3pp | 69.5%+2.7pp | 67.6%+4.6pp |
| Annual return | 20.30% | 16.35%+4.0pp | 24.74%-4.4pp | 35.62%-15.3pp |
| Employer contribution / active EE | $2,088 | $1,982+5.4% | $2,460-15.1% | $2,756-24.2% |
| Participant deferral / active EE | $3,827 | $3,096+23.6% | $3,883-1.4% | $4,297-10.9% |
| Admin fee / account holder | $2,033 | $5,677-64.2% | $5,764-64.7% | $6,935-70.7% |