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 | $97,588 | $95,416+2.3% | $185,823-47.5% | $85,850+13.7% |
| Participation rate | 76.0% | 68.8%+7.2pp | 81.7%-5.7pp | 69.3%+6.7pp |
| Annual return | 13.50% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,402 | $3,314-57.7% | $5,167-72.9% | $2,565-45.3% |
| Participant deferral / active EE | $2,527 | $3,423-26.2% | $5,568-54.6% | $3,952-36.1% |
| Admin fee / account holder | $832 | $7,213-88.5% | $16,237-94.9% | $6,260-86.7% |