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 | $117,560 | $81,208+44.8% | $98,907+18.9% | $79,858+47.2% |
| Participation rate | 70.4% | 72.5%-2.1pp | 76.0%-5.7pp | 69.6%+0.7pp |
| Annual return | 15.87% | 60.99%-45.1pp | 196.43%-180.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,373 | $1,960+21.1% | $2,689-11.7% | $2,471-4.0% |
| Participant deferral / active EE | $5,784 | $3,265+77.2% | $4,244+36.3% | $3,740+54.7% |
| Admin fee / account holder | $11,144 | $6,013+85.3% | $6,642+67.8% | $5,306+110.0% |