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 | $89,866 | $76,000+18.2% | $154,107-41.7% | $64,186+40.0% |
| Participation rate | 79.7% | 70.4%+9.2pp | 83.0%-3.4pp | 69.6%+10.1pp |
| Annual return | 5.84% | 30.32%-24.5pp | 735.12%-729.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $2,401 | $3,351-28.3% | $5,298-54.7% | $2,381+0.9% |
| Participant deferral / active EE | $4,217 | $3,175+32.8% | $5,081-17.0% | $3,470+21.5% |
| Admin fee / account holder | $1,933 | $5,596-65.5% | $13,411-85.6% | $4,888-60.5% |