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 | $88,565 | $91,552-3.3% | $133,956-33.9% | $79,858+10.9% |
| Participation rate | 85.4% | 73.3%+12.1pp | 79.8%+5.6pp | 69.6%+15.8pp |
| Annual return | 13.71% | 61.85%-48.1pp | 45.09%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,486 | $2,384-37.6% | $3,919-62.1% | $2,471-39.8% |
| Participant deferral / active EE | $2,587 | $3,733-30.7% | $5,048-48.7% | $3,740-30.8% |
| Admin fee / account holder | $1,991 | $6,321-68.5% | $8,927-77.7% | $5,306-62.5% |