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 | $122,908 | $91,552+34.2% | $133,956-8.2% | $79,858+53.9% |
| Participation rate | 73.6% | 73.3%+0.2pp | 79.8%-6.3pp | 69.6%+4.0pp |
| Annual return | 14.96% | 61.85%-46.9pp | 45.09%-30.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,313 | $2,384-44.9% | $3,919-66.5% | $2,471-46.9% |
| Participant deferral / active EE | $4,015 | $3,733+7.5% | $5,048-20.5% | $3,740+7.4% |
| Admin fee / account holder | $2,523 | $6,321-60.1% | $8,927-71.7% | $5,306-52.5% |