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 | $115,400 | $77,419+49.1% | $69,455+66.1% | $152,861-24.5% |
| Participation rate | 76.5% | 78.1%-1.6pp | 74.6%+1.9pp | 82.4%-6.0pp |
| Annual return | 23.66% | 39.06%-15.4pp | 28.97%-5.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,547 | $3,315-53.3% | $2,779-44.3% | $4,762-67.5% |
| Participant deferral / active EE | $5,289 | $4,414+19.8% | $3,535+49.6% | $5,850-9.6% |
| Admin fee / account holder | $1,133 | $6,207-81.8% | $3,839-70.5% | $11,596-90.2% |