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 | $142,878 | $95,453+49.7% | $112,040+27.5% | $82,448+73.3% |
| Participation rate | 79.3% | 72.8%+6.6pp | 76.5%+2.8pp | 68.1%+11.2pp |
| Annual return | 14.74% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,386 | $2,318+2.9% | $2,954-19.2% | $2,551-6.5% |
| Participant deferral / active EE | $4,315 | $4,224+2.2% | $5,098-15.3% | $4,139+4.3% |
| Admin fee / account holder | $3,797 | $9,013-57.9% | $12,098-68.6% | $7,234-47.5% |