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 | $133,237 | $63,355+110.3% | $91,989+44.8% | $72,985+82.6% |
| Participation rate | 80.6% | 72.5%+8.1pp | 78.6%+2.0pp | 69.5%+11.2pp |
| Annual return | 22.55% | 35.35%-12.8pp | 69.02%-46.5pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,270 | $2,116+7.3% | $3,452-34.2% | $2,440-7.0% |
| Participant deferral / active EE | $3,161 | $4,883-35.3% | $5,923-46.6% | $3,607-12.4% |
| Admin fee / account holder | $2,088 | $4,668-55.3% | $7,743-73.0% | $5,124-59.3% |