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 | $139,900 | $95,803+46.0% | $113,168+23.6% | $84,808+65.0% |
| Participation rate | 74.2% | 72.9%+1.3pp | 76.6%-2.4pp | 68.3%+5.9pp |
| Annual return | 13.75% | 25.00%-11.3pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,629 | $2,360+11.4% | $2,975-11.6% | $2,631-0.1% |
| Participant deferral / active EE | $6,360 | $4,242+49.9% | $5,107+24.5% | $4,212+51.0% |
| Admin fee / account holder | $11,451 | $8,989+27.4% | $12,068-5.1% | $7,344+55.9% |