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 | $93,004 | $47,944+94.0% | $67,834+37.1% | $62,891+47.9% |
| Participation rate | 79.3% | 61.1%+18.2pp | 68.8%+10.5pp | 69.3%+10.0pp |
| Annual return | 14.63% | 11.77%+2.9pp | 138.47%-123.8pp | 20.14%-5.5pp |
| Employer contribution / active EE | $274 | $1,562-82.4% | $2,403-88.6% | $2,281-88.0% |
| Participant deferral / active EE | $4,436 | $2,247+97.5% | $3,160+40.4% | $3,203+38.5% |
| Admin fee / account holder | $4,852 | $3,712+30.7% | $4,622+5.0% | $4,296+13.0% |