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 | $130,425 | $94,625+37.8% | $116,228+12.2% | $84,808+53.8% |
| Participation rate | 77.5% | 70.4%+7.1pp | 74.6%+2.9pp | 68.3%+9.2pp |
| Annual return | 15.44% | 20.40%-5.0pp | 90.06%-74.6pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,812 | $2,347+19.8% | $2,994-6.1% | $2,631+6.9% |
| Participant deferral / active EE | $7,118 | $3,972+79.2% | $4,953+43.7% | $4,212+69.0% |
| Admin fee / account holder | $2,403 | $10,091-76.2% | $11,989-80.0% | $7,344-67.3% |