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 | $80,163 | $48,046+66.8% | $84,611-5.3% | $72,985+9.8% |
| Participation rate | 70.6% | 57.6%+13.0pp | 68.2%+2.4pp | 69.5%+1.1pp |
| Annual return | 24.94% | 37.38%-12.4pp | 258.74%-233.8pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,539 | $1,602-3.9% | $2,652-42.0% | $2,440-36.9% |
| Participant deferral / active EE | $3,090 | $2,680+15.3% | $3,899-20.7% | $3,607-14.3% |
| Admin fee / account holder | $1,069 | $3,395-68.5% | $4,912-78.2% | $5,124-79.1% |