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 | $111,590 | $64,707+72.5% | $112,228-0.6% | $68,494+62.9% |
| Participation rate | 94.7% | 67.2%+27.6pp | 75.1%+19.7pp | 67.9%+26.8pp |
| Annual return | 7.41% | -11.40%+18.8pp | 27.45%-20.0pp | -7.84%+15.3pp |
| Employer contribution / active EE | $1,059 | $2,746-61.4% | $3,635-70.9% | $2,596-59.2% |
| Participant deferral / active EE | $2,280 | $3,565-36.1% | $4,728-51.8% | $4,027-43.4% |
| Admin fee / account holder | $1,779 | $5,232-66.0% | $6,410-72.2% | $5,403-67.1% |