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 | $97,496 | $62,586+55.8% | $76,768+27.0% | $64,186+51.9% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | 7.57% | -1.95%+9.5pp | 2.43%+5.1pp | 7.63%-0.1pp |
| Employer contribution / active EE | $1,209 | $1,832-34.0% | $2,485-51.4% | $2,381-49.2% |
| Participant deferral / active EE | $4,669 | $3,145+48.5% | $3,852+21.2% | $3,470+34.6% |
| Admin fee / account holder | $10,259 | $4,667+119.8% | $6,675+53.7% | $4,888+109.9% |