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 | $109,169 | $57,590+89.6% | $86,233+26.6% | $82,448+32.4% |
| Participation rate | 80.8% | 57.9%+22.9pp | 69.0%+11.8pp | 68.1%+12.7pp |
| Annual return | 16.01% | 22.41%-6.4pp | 61.39%-45.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $938 | $1,655-43.3% | $2,504-62.5% | $2,551-63.2% |
| Participant deferral / active EE | $3,258 | $3,080+5.8% | $4,559-28.5% | $4,139-21.3% |
| Admin fee / account holder | $1,130 | $4,730-76.1% | $8,342-86.5% | $7,234-84.4% |