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 | $93,465 | $48,076+94.4% | $78,689+18.8% | $62,891+48.6% |
| Participation rate | 81.3% | 65.2%+16.0pp | 73.6%+7.7pp | 69.3%+11.9pp |
| Annual return | 5.07% | 31.35%-26.3pp | 62.18%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $4,598 | $2,015+128.2% | $2,851+61.3% | $2,281+101.6% |
| Participant deferral / active EE | $2,003 | $2,588-22.6% | $3,517-43.0% | $3,203-37.5% |
| Admin fee / account holder | $1,862 | $3,207-42.0% | $4,510-58.7% | $4,296-56.7% |