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 | $118,236 | $91,552+29.1% | $133,956-11.7% | $79,858+48.1% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | 16.39% | 61.85%-45.5pp | 45.09%-28.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,532 | $2,384+6.2% | $3,919-35.4% | $2,471+2.5% |
| Participant deferral / active EE | $9,976 | $3,733+167.2% | $5,048+97.6% | $3,740+166.7% |
| Admin fee / account holder | $12,366 | $6,321+95.6% | $8,927+38.5% | $5,306+133.0% |