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 | $132,335 | $65,041+103.5% | $90,951+45.5% | $79,858+65.7% |
| Participation rate | 72.7% | 61.6%+11.1pp | 69.0%+3.7pp | 69.6%+3.1pp |
| Annual return | 16.17% | 30.45%-14.3pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,089 | $1,247-12.7% | $2,122-48.7% | $2,471-55.9% |
| Participant deferral / active EE | $3,430 | $2,512+36.5% | $3,373+1.7% | $3,740-8.3% |
| Admin fee / account holder | $3,634 | $4,536-19.9% | $5,959-39.0% | $5,306-31.5% |