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 | $109,160 | $109,359-0.2% | $162,163-32.7% | $72,985+49.6% |
| Participation rate | 82.1% | 84.3%-2.2pp | 87.6%-5.5pp | 69.5%+12.6pp |
| Annual return | 42.29% | 25.46%+16.8pp | 115.59%-73.3pp | 81.00%-38.7pp |
| Employer contribution / active EE | $2,536 | $3,907-35.1% | $5,614-54.8% | $2,440+3.9% |
| Participant deferral / active EE | $4,592 | $5,481-16.2% | $7,298-37.1% | $3,607+27.3% |
| Admin fee / account holder | $1,458 | $7,972-81.7% | $10,843-86.6% | $5,124-71.6% |