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 | $84,327 | $78,705+7.1% | $117,854-28.4% | $70,131+20.2% |
| Participation rate | 75.7% | 73.2%+2.5pp | 79.7%-4.0pp | 69.5%+6.1pp |
| Annual return | 14.76% | 23.30%-8.5pp | 335.08%-320.3pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,386 | $2,223+7.3% | $3,786-37.0% | $2,342+1.8% |
| Participant deferral / active EE | $2,247 | $3,297-31.8% | $4,482-49.9% | $3,332-32.5% |
| Admin fee / account holder | $11,773 | $5,065+132.4% | $8,020+46.8% | $4,645+153.4% |