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 | $132,179 | $98,750+33.9% | $149,696-11.7% | $79,858+65.5% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.5%-3.7pp | 69.6%+9.2pp |
| Annual return | 15.50% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,338 | $3,216-27.3% | $4,644-49.7% | $2,471-5.4% |
| Participant deferral / active EE | $7,643 | $5,680+34.6% | $6,842+11.7% | $3,740+104.3% |
| Admin fee / account holder | $4,748 | $6,053-21.5% | $9,309-49.0% | $5,306-10.5% |