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 | $129,976 | $91,538+42.0% | $129,9950% | $75,163+72.9% |
| Participation rate | 75.0% | 71.4%+3.6pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 16.18% | -631.11%+647.3pp | -137.18%+153.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $4,139 | $2,845+45.5% | $4,320-4.2% | $2,670+55.0% |
| Participant deferral / active EE | $4,695 | $4,341+8.2% | $5,820-19.3% | $4,125+13.8% |
| Admin fee / account holder | $2,060 | $6,790-69.7% | $10,614-80.6% | $5,651-63.5% |