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 | $123,793 | $93,346+32.6% | $71,796+72.4% | $273,961-54.8% |
| Participation rate | 72.7% | 76.5%-3.8pp | 69.1%+3.6pp | 83.0%-10.3pp |
| Annual return | 7.44% | 130.39%-123.0pp | 78.04%-70.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,281 | $2,733-53.1% | $1,924-33.4% | $4,869-73.7% |
| Participant deferral / active EE | $3,072 | $3,475-11.6% | $2,794+9.9% | $5,287-41.9% |
| Admin fee / account holder | $325 | $6,571-95.0% | $4,815-93.2% | $10,132-96.8% |