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 | $102,426 | $65,395+56.6% | $182,532-43.9% | $72,985+40.3% |
| Participation rate | 75.8% | 65.4%+10.3pp | 78.0%-2.2pp | 69.5%+6.3pp |
| Annual return | 23.80% | 27.68%-3.9pp | 148.54%-124.7pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,887 | $1,911-1.3% | $4,076-53.7% | $2,440-22.7% |
| Participant deferral / active EE | $5,054 | $3,563+41.9% | $5,524-8.5% | $3,607+40.1% |
| Admin fee / account holder | $11,293 | $4,245+166.0% | $8,592+31.4% | $5,124+120.4% |