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 | $114,716 | $84,233+36.2% | $170,442-32.7% | $70,131+63.6% |
| Participation rate | 72.0% | 70.8%+1.2pp | 83.6%-11.6pp | 69.5%+2.5pp |
| Annual return | 17.72% | 23.06%-5.3pp | 205.93%-188.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,271 | $3,387-62.5% | $5,433-76.6% | $2,342-45.8% |
| Participant deferral / active EE | $2,008 | $3,086-34.9% | $4,939-59.4% | $3,332-39.7% |
| Admin fee / account holder | $6,984 | $5,698+22.6% | $13,880-49.7% | $4,645+50.3% |