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 | $113,472 | $83,477+35.9% | $125,175-9.3% | $72,985+55.5% |
| Participation rate | 73.5% | 73.3%+0.2pp | 79.8%-6.3pp | 69.5%+4.0pp |
| Annual return | 20.65% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,173 | $2,345-50.0% | $3,865-69.6% | $2,440-51.9% |
| Participant deferral / active EE | $3,783 | $3,585+5.5% | $4,937-23.4% | $3,607+4.9% |
| Admin fee / account holder | $5,541 | $5,517+0.4% | $9,702-42.9% | $5,124+8.1% |