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 | $127,358 | $98,750+29.0% | $149,696-14.9% | $79,858+59.5% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.5%-11.5pp | 69.6%+1.3pp |
| Annual return | 14.83% | 27.43%-12.6pp | 276.60%-261.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,459 | $3,216+7.6% | $4,644-25.5% | $2,471+40.0% |
| Participant deferral / active EE | $7,378 | $5,680+29.9% | $6,842+7.8% | $3,740+97.3% |
| Admin fee / account holder | $5,682 | $6,053-6.1% | $9,309-39.0% | $5,306+7.1% |