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 | $105,175 | $80,673+30.4% | $101,326+3.8% | $84,808+24.0% |
| Participation rate | 80.5% | 77.8%+2.7pp | 81.5%-1.0pp | 68.3%+12.2pp |
| Annual return | 17.03% | 38.95%-21.9pp | 36.82%-19.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,971 | $2,698-26.9% | $3,665-46.2% | $2,631-25.1% |
| Participant deferral / active EE | $9,600 | $6,840+40.3% | $7,994+20.1% | $4,212+128.0% |
| Admin fee / account holder | $9,434 | $12,784-26.2% | $11,185-15.7% | $7,344+28.5% |