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 | $180,908 | $80,717+124.1% | $154,803+16.9% | $84,808+113.3% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 24.64% | 37.96%-13.3pp | 58.88%-34.2pp | 40.90%-16.3pp |
| Employer contribution / active EE | $3,413 | $2,761+23.6% | $4,305-20.7% | $2,631+29.7% |
| Participant deferral / active EE | $5,335 | $3,303+61.5% | $5,540-3.7% | $4,212+26.7% |
| Admin fee / account holder | $49,346 | $6,746+631.5% | $14,329+244.4% | $7,344+571.9% |