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 | $108,253 | $76,407+41.7% | $150,298-28.0% | $82,448+31.3% |
| Participation rate | 74.5% | 66.4%+8.1pp | 77.8%-3.3pp | 68.1%+6.4pp |
| Annual return | 17.65% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,135 | $2,614-18.3% | $4,154-48.6% | $2,551-16.3% |
| Participant deferral / active EE | $4,845 | $3,214+50.7% | $5,453-11.1% | $4,139+17.0% |
| Admin fee / account holder | $3,522 | $6,352-44.6% | $14,116-75.0% | $7,234-51.3% |