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 | $125,950 | $102,616+22.7% | $81,983+53.6% | $158,922-20.7% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.2%+14.1pp | 82.0%+1.4pp |
| Annual return | 13.22% | 61.04%-47.8pp | 41.31%-28.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,025 | $3,240-68.4% | $2,498-59.0% | $4,761-78.5% |
| Participant deferral / active EE | $1,427 | $4,648-69.3% | $3,722-61.7% | $5,982-76.1% |
| Admin fee / account holder | $8,787 | $8,235+6.7% | $5,664+55.1% | $11,246-21.9% |