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 | $123,705 | $84,233+46.9% | $170,442-27.4% | $70,131+76.4% |
| Participation rate | 72.4% | 70.8%+1.6pp | 83.6%-11.2pp | 69.5%+2.9pp |
| Annual return | 22.93% | 23.06%-0.1pp | 205.93%-183.0pp | 73.14%-50.2pp |
| Employer contribution / active EE | $2,402 | $3,387-29.1% | $5,433-55.8% | $2,342+2.6% |
| Participant deferral / active EE | $2,905 | $3,086-5.8% | $4,939-41.2% | $3,332-12.8% |
| Admin fee / account holder | $1,990 | $5,698-65.1% | $13,880-85.7% | $4,645-57.2% |