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 | $115,859 | $81,233+42.6% | $155,567-25.5% | $80,874+43.3% |
| Participation rate | 81.5% | 66.2%+15.2pp | 78.2%+3.3pp | 67.6%+13.8pp |
| Annual return | 13.85% | 33.33%-19.5pp | 64.74%-50.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $942 | $3,101-69.6% | $4,674-79.8% | $2,756-65.8% |
| Participant deferral / active EE | $3,310 | $3,452-4.1% | $5,628-41.2% | $4,297-23.0% |
| Admin fee / account holder | $6,439 | $7,998-19.5% | $15,916-59.5% | $6,935-7.1% |