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 | $100,340 | $78,672+27.5% | $109,143-8.1% | $85,850+16.9% |
| Participation rate | 81.1% | 68.3%+12.9pp | 75.9%+5.3pp | 69.3%+11.8pp |
| Annual return | 12.85% | 25.09%-12.2pp | 25.75%-12.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,128 | $2,735-22.2% | $3,722-42.8% | $2,565-17.0% |
| Participant deferral / active EE | $7,053 | $3,467+103.4% | $4,653+51.6% | $3,952+78.5% |
| Admin fee / account holder | $2,103 | $5,469-61.5% | $6,752-68.9% | $6,260-66.4% |