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 | $109,136 | $58,523+86.5% | $99,443+9.7% | $72,985+49.5% |
| Participation rate | 73.5% | 64.6%+8.9pp | 73.8%-0.3pp | 69.5%+4.0pp |
| Annual return | 22.88% | 28.51%-5.6pp | 30.72%-7.8pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,741 | $1,512+81.3% | $2,540+7.9% | $2,440+12.3% |
| Participant deferral / active EE | $4,535 | $2,606+74.0% | $3,619+25.3% | $3,607+25.7% |
| Admin fee / account holder | $1,860 | $4,102-54.6% | $6,250-70.2% | $5,124-63.7% |