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 | $108,420 | $77,899+39.2% | $149,673-27.6% | $75,163+44.2% |
| Participation rate | 75.6% | 65.6%+10.0pp | 78.8%-3.2pp | 67.2%+8.4pp |
| Annual return | 13.43% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $3,839 | $3,137+22.4% | $4,818-20.3% | $2,670+43.8% |
| Participant deferral / active EE | $3,222 | $3,411-5.5% | $5,680-43.3% | $4,125-21.9% |
| Admin fee / account holder | $787 | $5,956-86.8% | $13,210-94.0% | $5,651-86.1% |