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 | $102,922 | $64,324+60.0% | $118,925-13.5% | $79,858+28.9% |
| Participation rate | 92.3% | 64.9%+27.5pp | 75.4%+16.9pp | 69.6%+22.7pp |
| Annual return | 17.91% | 86.45%-68.5pp | 35.88%-18.0pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,854 | $1,836+0.9% | $3,263-43.2% | $2,471-25.0% |
| Participant deferral / active EE | $4,321 | $2,824+53.0% | $4,265+1.3% | $3,740+15.5% |
| Admin fee / account holder | $888 | $4,040-78.0% | $6,581-86.5% | $5,306-83.3% |