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 | $131,358 | $84,233+55.9% | $170,442-22.9% | $70,131+87.3% |
| Participation rate | 76.0% | 70.8%+5.2pp | 83.6%-7.6pp | 69.5%+6.5pp |
| Annual return | 13.66% | 23.06%-9.4pp | 205.93%-192.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,072 | $3,387-68.4% | $5,433-80.3% | $2,342-54.2% |
| Participant deferral / active EE | $4,043 | $3,086+31.0% | $4,939-18.1% | $3,332+21.4% |
| Admin fee / account holder | $895 | $5,698-84.3% | $13,880-93.6% | $4,645-80.7% |