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 | $113,341 | $54,705+107.2% | $71,209+59.2% | $84,808+33.6% |
| Participation rate | 75.9% | 64.1%+11.8pp | 73.8%+2.1pp | 68.3%+7.6pp |
| Annual return | 19.19% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,711 | $2,158+25.6% | $2,721-0.4% | $2,631+3.0% |
| Participant deferral / active EE | $4,776 | $3,030+57.6% | $4,175+14.4% | $4,212+13.4% |
| Admin fee / account holder | $855 | $4,863-82.4% | $5,349-84.0% | $7,344-88.4% |