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 | $81,715 | $71,516+14.3% | $98,439-17.0% | $71,457+14.4% |
| Participation rate | 71.2% | 72.7%-1.5pp | 75.2%-4.0pp | 67.9%+3.2pp |
| Annual return | 19.47% | 32.41%-12.9pp | 21.16%-1.7pp | 28.85%-9.4pp |
| Employer contribution / active EE | $3,569 | $2,399+48.8% | $3,048+17.1% | $2,588+37.9% |
| Participant deferral / active EE | $6,008 | $4,109+46.2% | $4,738+26.8% | $4,289+40.1% |
| Admin fee / account holder | $3,693 | $1,675+120.5% | $8,948-58.7% | $1,587+132.7% |