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 | $112,209 | $78,705+42.6% | $117,854-4.8% | $70,131+60.0% |
| Participation rate | 71.0% | 73.2%-2.2pp | 79.7%-8.7pp | 69.5%+1.4pp |
| Annual return | 14.15% | 23.30%-9.2pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,488 | $2,223-33.1% | $3,786-60.7% | $2,342-36.5% |
| Participant deferral / active EE | $3,877 | $3,297+17.6% | $4,482-13.5% | $3,332+16.4% |
| Admin fee / account holder | $1,562 | $5,065-69.2% | $8,020-80.5% | $4,645-66.4% |