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 | $116,516 | $78,422+48.6% | $95,952+21.4% | $79,858+45.9% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 10.41% | 19.37%-9.0pp | 91.61%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $960 | $1,945-50.7% | $2,541-62.2% | $2,471-61.2% |
| Participant deferral / active EE | $6,709 | $3,440+95.1% | $4,167+61.0% | $3,740+79.4% |
| Admin fee / account holder | $36,814 | $5,622+554.8% | $6,795+441.7% | $5,306+593.8% |