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 | $125,787 | $92,985+35.3% | $153,432-18.0% | $80,874+55.5% |
| Participation rate | 71.4% | 69.0%+2.5pp | 77.1%-5.6pp | 67.6%+3.8pp |
| Annual return | 12.96% | 19.95%-7.0pp | 15.66%-2.7pp | 35.62%-22.7pp |
| Employer contribution / active EE | $3,100 | $3,507-11.6% | $5,038-38.5% | $2,756+12.5% |
| Participant deferral / active EE | $7,657 | $5,178+47.9% | $6,757+13.3% | $4,297+78.2% |
| Admin fee / account holder | $1,538 | $8,880-82.7% | $12,725-87.9% | $6,935-77.8% |