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 | $80,717+34.1% | $154,803-30.1% | $84,808+27.6% |
| Participation rate | 74.5% | 66.8%+7.7pp | 78.1%-3.6pp | 68.3%+6.2pp |
| Annual return | 17.65% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,135 | $2,761-22.7% | $4,305-50.4% | $2,631-18.9% |
| Participant deferral / active EE | $4,845 | $3,303+46.7% | $5,540-12.6% | $4,212+15.0% |
| Admin fee / account holder | $3,522 | $6,746-47.8% | $14,329-75.4% | $7,344-52.0% |