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 | $106,225 | $109,881-3.3% | $150,045-29.2% | $84,808+25.3% |
| Participation rate | 76.3% | 76.1%+0.2pp | 82.3%-6.0pp | 68.3%+8.0pp |
| Annual return | 16.52% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,521 | $3,561-57.3% | $4,693-67.6% | $2,631-42.2% |
| Participant deferral / active EE | $8,841 | $6,636+33.2% | $7,997+10.6% | $4,212+109.9% |
| Admin fee / account holder | $14,471 | $8,568+68.9% | $13,435+7.7% | $7,344+97.0% |