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 | $103,295 | $89,355+15.6% | $141,162-26.8% | $72,985+41.5% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 27.51% | 111.85%-84.3pp | 71.39%-43.9pp | 81.00%-53.5pp |
| Employer contribution / active EE | $4,445 | $3,114+42.7% | $4,735-6.1% | $2,440+82.2% |
| Participant deferral / active EE | $6,221 | $5,418+14.8% | $6,709-7.3% | $3,607+72.5% |
| Admin fee / account holder | $4,656 | $5,958-21.9% | $10,261-54.6% | $5,124-9.1% |