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 | $84,956 | $91,190-6.8% | $178,490-52.4% | $79,858+6.4% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 11.77% | 24.19%-12.4pp | 151.07%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $4,353 | $3,256+33.7% | $5,011-13.1% | $2,471+76.2% |
| Participant deferral / active EE | $4,917 | $3,236+51.9% | $5,202-5.5% | $3,740+31.5% |
| Admin fee / account holder | $4,530 | $6,751-32.9% | $13,984-67.6% | $5,306-14.6% |