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 | $119,521 | $84,233+41.9% | $170,442-29.9% | $70,131+70.4% |
| Participation rate | 72.1% | 70.8%+1.3pp | 83.6%-11.5pp | 69.5%+2.6pp |
| Annual return | 15.78% | 23.06%-7.3pp | 205.93%-190.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,649 | $3,387-51.3% | $5,433-69.7% | $2,342-29.6% |
| Participant deferral / active EE | $4,330 | $3,086+40.3% | $4,939-12.3% | $3,332+30.0% |
| Admin fee / account holder | $8,105 | $5,698+42.2% | $13,880-41.6% | $4,645+74.5% |