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 | $131,004 | $91,190+43.7% | $178,490-26.6% | $79,858+64.0% |
| Participation rate | 76.9% | 69.2%+7.7pp | 81.9%-5.0pp | 69.6%+7.3pp |
| Annual return | 17.88% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,971 | $3,256-8.7% | $5,011-40.7% | $2,471+20.2% |
| Participant deferral / active EE | $3,326 | $3,236+2.8% | $5,202-36.1% | $3,740-11.1% |
| Admin fee / account holder | $12,583 | $6,751+86.4% | $13,984-10.0% | $5,306+137.1% |