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 | $99,832 | $91,552+9.0% | $133,956-25.5% | $79,858+25.0% |
| Participation rate | 79.6% | 73.3%+6.2pp | 79.8%-0.2pp | 69.6%+10.0pp |
| Annual return | 15.18% | 61.85%-46.7pp | 45.09%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $796 | $2,384-66.6% | $3,919-79.7% | $2,471-67.8% |
| Participant deferral / active EE | $4,050 | $3,733+8.5% | $5,048-19.8% | $3,740+8.3% |
| Admin fee / account holder | $1,341 | $6,321-78.8% | $8,927-85.0% | $5,306-74.7% |