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 | $180,376 | $95,803+88.3% | $113,168+59.4% | $84,808+112.7% |
| Participation rate | 70.6% | 72.9%-2.3pp | 76.6%-6.0pp | 68.3%+2.3pp |
| Annual return | 13.62% | 25.00%-11.4pp | 24.27%-10.6pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,450 | $2,360+46.2% | $2,975+16.0% | $2,631+31.1% |
| Participant deferral / active EE | $8,394 | $4,242+97.9% | $5,107+64.4% | $4,212+99.3% |
| Admin fee / account holder | $14,543 | $8,989+61.8% | $12,068+20.5% | $7,344+98.0% |