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 | $132,254 | $72,012+83.7% | $185,823-28.8% | $79,858+65.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 15.86% | 23.12%-7.3pp | 35.95%-20.1pp | 31.71%-15.9pp |
| Employer contribution / active EE | $434 | $1,965-77.9% | $4,087-89.4% | $2,471-82.5% |
| Participant deferral / active EE | $3,966 | $3,779+5.0% | $5,632-29.6% | $3,740+6.1% |
| Admin fee / account holder | $519 | $4,513-88.5% | $9,500-94.5% | $5,306-90.2% |