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 | $109,047 | $45,073+141.9% | $69,455+57.0% | $72,985+49.4% |
| Participation rate | 76.9% | 68.5%+8.4pp | 74.6%+2.3pp | 69.5%+7.4pp |
| Annual return | 21.53% | 22.65%-1.1pp | 28.97%-7.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,331 | $2,054+13.5% | $2,779-16.1% | $2,440-4.5% |
| Participant deferral / active EE | $4,802 | $2,602+84.6% | $3,535+35.8% | $3,607+33.1% |
| Admin fee / account holder | $2,023 | $3,056-33.8% | $3,839-47.3% | $5,124-60.5% |