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 | $136,268 | $73,933+84.3% | $96,683+40.9% | $75,163+81.3% |
| Participation rate | 88.6% | 66.4%+22.1pp | 74.3%+14.2pp | 67.2%+21.4pp |
| Annual return | 13.24% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,387 | $2,928-18.5% | $3,737-36.1% | $2,670-10.6% |
| Participant deferral / active EE | $5,103 | $3,659+39.5% | $4,878+4.6% | $4,125+23.7% |
| Admin fee / account holder | $2,977 | $5,216-42.9% | $6,730-55.8% | $5,651-47.3% |