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 | $91,337 | $65,041+40.4% | $90,951+0.4% | $79,858+14.4% |
| Participation rate | 74.1% | 61.6%+12.5pp | 69.0%+5.1pp | 69.6%+4.4pp |
| Annual return | 17.72% | 30.45%-12.7pp | 134.60%-116.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,156 | $1,247-7.3% | $2,122-45.5% | $2,471-53.2% |
| Participant deferral / active EE | $5,537 | $2,512+120.4% | $3,373+64.2% | $3,740+48.0% |
| Admin fee / account holder | $1,468 | $4,536-67.6% | $5,959-75.4% | $5,306-72.3% |