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 | $82,149 | $48,076+70.9% | $78,689+4.4% | $62,891+30.6% |
| Participation rate | 72.1% | 65.2%+6.9pp | 73.6%-1.5pp | 69.3%+2.8pp |
| Annual return | 6.40% | 31.35%-25.0pp | 62.18%-55.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $936 | $2,015-53.6% | $2,851-67.2% | $2,281-59.0% |
| Participant deferral / active EE | $3,773 | $2,588+45.8% | $3,517+7.3% | $3,203+17.8% |
| Admin fee / account holder | $4,456 | $3,207+38.9% | $4,510-1.2% | $4,296+3.7% |