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 | $134,861 | $74,927+80.0% | $101,794+32.5% | $84,808+59.0% |
| Participation rate | 74.4% | 61.4%+13.0pp | 69.2%+5.2pp | 68.3%+6.1pp |
| Annual return | 16.65% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $928 | $1,522-39.0% | $2,289-59.4% | $2,631-64.7% |
| Participant deferral / active EE | $6,452 | $3,099+108.2% | $4,084+58.0% | $4,212+53.2% |
| Admin fee / account holder | $14,292 | $6,514+119.4% | $8,777+62.8% | $7,344+94.6% |