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 | $102,489 | $78,422+30.7% | $95,952+6.8% | $79,858+28.3% |
| Participation rate | 80.9% | 73.5%+7.4pp | 77.1%+3.8pp | 69.6%+11.2pp |
| Annual return | 27.09% | 19.37%+7.7pp | 91.61%-64.5pp | 31.71%-4.6pp |
| Employer contribution / active EE | $1,335 | $1,945-31.4% | $2,541-47.5% | $2,471-46.0% |
| Participant deferral / active EE | $3,791 | $3,440+10.2% | $4,167-9.0% | $3,740+1.4% |
| Admin fee / account holder | $21,180 | $5,622+276.7% | $6,795+211.7% | $5,306+299.2% |