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 | $142,362 | $110,257+29.1% | $96,544+47.5% | $139,434+2.1% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 14.84% | 26.32%-11.5pp | 25.84%-11.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,305 | $3,620-36.3% | $2,965-22.3% | $4,751-51.5% |
| Participant deferral / active EE | $6,615 | $5,548+19.2% | $4,851+36.4% | $6,710-1.4% |
| Admin fee / account holder | $498 | $11,591-95.7% | $8,252-94.0% | $11,403-95.6% |