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 | $134,747 | $72,404+86.1% | $110,238+22.2% | $64,186+109.9% |
| Participation rate | 95.7% | 73.3%+22.3pp | 79.8%+15.8pp | 69.6%+26.1pp |
| Annual return | 1.11% | -6.29%+7.4pp | 314.74%-313.6pp | 7.63%-6.5pp |
| Employer contribution / active EE | $3,030 | $2,282+32.8% | $3,826-20.8% | $2,381+27.3% |
| Participant deferral / active EE | $3,433 | $3,469-1.0% | $4,672-26.5% | $3,470-1.1% |
| Admin fee / account holder | $7,877 | $5,664+39.1% | $8,547-7.8% | $4,888+61.1% |