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 | $150,758 | $80,717+86.8% | $154,803-2.6% | $84,808+77.8% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 14.35% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,589 | $2,761-6.3% | $4,305-39.9% | $2,631-1.6% |
| Participant deferral / active EE | $2,101 | $3,303-36.4% | $5,540-62.1% | $4,212-50.1% |
| Admin fee / account holder | $21,286 | $6,746+215.5% | $14,329+48.5% | $7,344+189.8% |