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 | $101,528 | $59,101+71.8% | $77,163+31.6% | $75,163+35.1% |
| Participation rate | 71.4% | 63.9%+7.6pp | 69.6%+1.9pp | 67.2%+4.2pp |
| Annual return | 17.58% | 26.71%-9.1pp | 37.87%-20.3pp | 160.62%-143.0pp |
| Employer contribution / active EE | $647 | $1,995-67.6% | $2,535-74.5% | $2,670-75.8% |
| Participant deferral / active EE | $2,724 | $2,999-9.2% | $3,833-28.9% | $4,125-34.0% |
| Admin fee / account holder | $929 | $4,774-80.5% | $5,472-83.0% | $5,651-83.6% |