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 | $125,316 | $80,717+55.3% | $154,803-19.0% | $84,808+47.8% |
| Participation rate | 78.1% | 66.8%+11.3pp | 78.1%+0.1pp | 68.3%+9.8pp |
| Annual return | 15.56% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,484 | $2,761-10.0% | $4,305-42.3% | $2,631-5.6% |
| Participant deferral / active EE | $5,197 | $3,303+57.3% | $5,540-6.2% | $4,212+23.4% |
| Admin fee / account holder | $10,832 | $6,746+60.6% | $14,329-24.4% | $7,344+47.5% |