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 | $102,439 | $64,307+59.3% | $57,343+78.6% | $125,391-18.3% |
| Participation rate | 81.8% | 78.6%+3.2pp | 75.1%+6.7pp | 83.2%-1.4pp |
| Annual return | 1.73% | 25.12%-23.4pp | 24.39%-22.7pp | 282.22%-280.5pp |
| Employer contribution / active EE | $12,880 | $3,193+303.4% | $2,689+379.1% | $4,866+164.7% |
| Participant deferral / active EE | $9,216 | $3,848+139.5% | $3,162+191.4% | $5,352+72.2% |
| Admin fee / account holder | $2,876 | $5,242-45.1% | $3,356-14.3% | $9,540-69.9% |