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 | $124,969 | $78,422+59.4% | $95,952+30.2% | $79,858+56.5% |
| Participation rate | 73.7% | 73.5%+0.2pp | 77.1%-3.4pp | 69.6%+4.1pp |
| Annual return | 15.49% | 19.37%-3.9pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,474 | $1,945-24.2% | $2,541-42.0% | $2,471-40.4% |
| Participant deferral / active EE | $2,947 | $3,440-14.3% | $4,167-29.3% | $3,740-21.2% |
| Admin fee / account holder | $3,605 | $5,622-35.9% | $6,795-47.0% | $5,306-32.1% |