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 | $80,990 | $89,355-9.4% | $141,162-42.6% | $72,985+11.0% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.5%+13.8pp | 69.5%+26.7pp |
| Annual return | 26.79% | 111.85%-85.1pp | 71.39%-44.6pp | 81.00%-54.2pp |
| Employer contribution / active EE | $2,453 | $3,114-21.2% | $4,735-48.2% | $2,440+0.5% |
| Participant deferral / active EE | $5,674 | $5,418+4.7% | $6,709-15.4% | $3,607+57.3% |
| Admin fee / account holder | $23,917 | $5,958+301.4% | $10,261+133.1% | $5,124+366.7% |