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 | $115,666 | $67,411+71.6% | $91,001+27.1% | $70,131+64.9% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 17.85% | -40.16%+58.0pp | 4.60%+13.2pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,864 | $1,786+4.4% | $2,456-24.1% | $2,342-20.4% |
| Participant deferral / active EE | $3,621 | $2,823+28.3% | $3,547+2.1% | $3,332+8.7% |
| Admin fee / account holder | $3,641 | $4,236-14.0% | $5,417-32.8% | $4,645-21.6% |