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 | $135,475 | $72,404+87.1% | $110,238+22.9% | $64,186+111.1% |
| Participation rate | 81.5% | 73.3%+8.1pp | 79.8%+1.7pp | 69.6%+11.9pp |
| Annual return | 2.08% | -6.29%+8.4pp | 314.74%-312.7pp | 7.63%-5.6pp |
| Employer contribution / active EE | $1,852 | $2,282-18.8% | $3,826-51.6% | $2,381-22.2% |
| Participant deferral / active EE | $6,071 | $3,469+75.0% | $4,672+30.0% | $3,470+75.0% |
| Admin fee / account holder | $388 | $5,664-93.2% | $8,547-95.5% | $4,888-92.1% |