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 | $102,859 | $89,355+15.1% | $141,162-27.1% | $72,985+40.9% |
| Participation rate | 81.1% | 75.1%+6.0pp | 82.5%-1.4pp | 69.5%+11.6pp |
| Annual return | 22.55% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.5pp |
| Employer contribution / active EE | $685 | $3,114-78.0% | $4,735-85.5% | $2,440-71.9% |
| Participant deferral / active EE | $3,671 | $5,418-32.2% | $6,709-45.3% | $3,607+1.8% |
| Admin fee / account holder | $1,489 | $5,958-75.0% | $10,261-85.5% | $5,124-70.9% |