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 | $103,621 | $80,717+28.4% | $154,803-33.1% | $84,808+22.2% |
| Participation rate | 73.5% | 66.8%+6.7pp | 78.1%-4.6pp | 68.3%+5.2pp |
| Annual return | 16.12% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,163 | $2,761-21.7% | $4,305-49.8% | $2,631-17.8% |
| Participant deferral / active EE | $4,260 | $3,303+29.0% | $5,540-23.1% | $4,212+1.1% |
| Admin fee / account holder | $1,036 | $6,746-84.6% | $14,329-92.8% | $7,344-85.9% |