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 5-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 | $130,669 | $67,606+93.3% | $82,313+58.7% | $70,131+86.3% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 16.57% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,342 | $1,755+33.5% | $2,428-3.5% | $2,3420% |
| Participant deferral / active EE | $3,861 | $2,987+29.3% | $3,706+4.2% | $3,332+15.9% |
| Admin fee / account holder | $3,707 | $4,512-17.8% | $5,608-33.9% | $4,645-20.2% |