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 | $101,755 | $78,705+29.3% | $117,854-13.7% | $70,131+45.1% |
| Participation rate | 77.5% | 73.2%+4.3pp | 79.7%-2.2pp | 69.5%+8.0pp |
| Annual return | 19.63% | 23.30%-3.7pp | 335.08%-315.5pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,592 | $2,223-28.4% | $3,786-58.0% | $2,342-32.0% |
| Participant deferral / active EE | $3,455 | $3,297+4.8% | $4,482-22.9% | $3,332+3.7% |
| Admin fee / account holder | $7,549 | $5,065+49.0% | $8,020-5.9% | $4,645+62.5% |