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 | $135,075 | $85,766+57.5% | $136,294-0.9% | $70,131+92.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 17.32% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,540 | $2,966-48.1% | $4,695-67.2% | $2,342-34.3% |
| Participant deferral / active EE | $3,090 | $5,051-38.8% | $6,247-50.5% | $3,332-7.3% |
| Admin fee / account holder | $1,113 | $5,420-79.5% | $9,243-88.0% | $4,645-76.0% |