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 | $103,532 | $59,101+75.2% | $77,163+34.2% | $75,163+37.7% |
| Participation rate | 88.2% | 63.9%+24.4pp | 69.6%+18.7pp | 67.2%+21.0pp |
| Annual return | 23.22% | 26.71%-3.5pp | 37.87%-14.7pp | 160.62%-137.4pp |
| Employer contribution / active EE | $1,704 | $1,995-14.6% | $2,535-32.8% | $2,670-36.2% |
| Participant deferral / active EE | $2,765 | $2,999-7.8% | $3,833-27.9% | $4,125-33.0% |
| Admin fee / account holder | $760 | $4,774-84.1% | $5,472-86.1% | $5,651-86.5% |