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 | $117,290 | $99,341+18.1% | $84,750+38.4% | $273,961-57.2% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 6.28% | 22.93%-16.6pp | 22.78%-16.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,666 | $4,214-60.5% | $3,574-53.4% | $4,869-65.8% |
| Participant deferral / active EE | $3,389 | $4,269-20.6% | $3,712-8.7% | $5,287-35.9% |
| Admin fee / account holder | $7,828 | $6,644+17.8% | $5,332+46.8% | $10,132-22.7% |