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 | $105,152 | $91,190+15.3% | $178,490-41.1% | $79,858+31.7% |
| Participation rate | 79.3% | 69.2%+10.1pp | 81.9%-2.6pp | 69.6%+9.7pp |
| Annual return | 12.53% | 24.19%-11.7pp | 151.07%-138.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,368 | $3,256-58.0% | $5,011-72.7% | $2,471-44.6% |
| Participant deferral / active EE | $3,491 | $3,236+7.9% | $5,202-32.9% | $3,740-6.7% |
| Admin fee / account holder | $9,053 | $6,751+34.1% | $13,984-35.3% | $5,306+70.6% |