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 | $119,286 | $90,503+31.8% | $78,689+51.6% | $273,961-56.5% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | 7.55% | 75.60%-68.1pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $5,000 | $3,176+57.4% | $2,851+75.4% | $4,869+2.7% |
| Participant deferral / active EE | $4,979 | $3,901+27.6% | $3,517+41.6% | $5,287-5.8% |
| Admin fee / account holder | $1,801 | $5,263-65.8% | $4,510-60.1% | $10,132-82.2% |