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 | $100,074 | $77,899+28.5% | $149,673-33.1% | $75,163+33.1% |
| Participation rate | 88.2% | 65.6%+22.7pp | 78.8%+9.5pp | 67.2%+21.0pp |
| Annual return | 14.79% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $3,712 | $3,137+18.3% | $4,818-22.9% | $2,670+39.1% |
| Participant deferral / active EE | $4,226 | $3,411+23.9% | $5,680-25.6% | $4,125+2.5% |
| Admin fee / account holder | $1,495 | $5,956-74.9% | $13,210-88.7% | $5,651-73.6% |