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 | $146,137 | $97,125+50.5% | $86,233+69.5% | $137,256+6.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 13.50% | 74.19%-60.7pp | 61.39%-47.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,045 | $2,841-63.2% | $2,504-58.3% | $4,156-74.9% |
| Participant deferral / active EE | $2,196 | $5,180-57.6% | $4,559-51.8% | $6,407-65.7% |
| Admin fee / account holder | $527 | $9,725-94.6% | $8,342-93.7% | $12,270-95.7% |