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 | $131,808 | $78,422+68.1% | $95,952+37.4% | $79,858+65.1% |
| Participation rate | 73.1% | 73.5%-0.4pp | 77.1%-4.0pp | 69.6%+3.4pp |
| Annual return | 12.17% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,478 | $1,945-24.0% | $2,541-41.8% | $2,471-40.2% |
| Participant deferral / active EE | $5,383 | $3,440+56.5% | $4,167+29.2% | $3,740+43.9% |
| Admin fee / account holder | $994 | $5,622-82.3% | $6,795-85.4% | $5,306-81.3% |