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 | $126,347 | $94,625+33.5% | $116,228+8.7% | $84,808+49.0% |
| Participation rate | 72.4% | 70.4%+2.0pp | 74.6%-2.1pp | 68.3%+4.1pp |
| Annual return | 16.43% | 20.40%-4.0pp | 90.06%-73.6pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,337 | $2,347-0.4% | $2,994-21.9% | $2,631-11.2% |
| Participant deferral / active EE | $5,578 | $3,972+40.4% | $4,953+12.6% | $4,212+32.4% |
| Admin fee / account holder | $3,955 | $10,091-60.8% | $11,989-67.0% | $7,344-46.1% |