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 | $170,030 | $83,477+103.7% | $125,175+35.8% | $72,985+133.0% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.9pp | 69.5%+20.2pp |
| Annual return | 20.76% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,558 | $2,345+9.1% | $3,865-33.8% | $2,440+4.9% |
| Participant deferral / active EE | $7,294 | $3,585+103.5% | $4,937+47.8% | $3,607+102.2% |
| Admin fee / account holder | $2,145 | $5,517-61.1% | $9,702-77.9% | $5,124-58.1% |