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 | $133,120 | $80,717+64.9% | $154,803-14.0% | $84,808+57.0% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 17.76% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,331 | $2,761-15.6% | $4,305-45.9% | $2,631-11.4% |
| Participant deferral / active EE | $7,603 | $3,303+130.2% | $5,540+37.2% | $4,212+80.5% |
| Admin fee / account holder | $4,431 | $6,746-34.3% | $14,329-69.1% | $7,344-39.7% |