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 | $128,221 | $78,422+63.5% | $95,952+33.6% | $79,858+60.6% |
| Participation rate | 85.4% | 73.5%+11.9pp | 77.1%+8.3pp | 69.6%+15.7pp |
| Annual return | 19.91% | 19.37%+0.5pp | 91.61%-71.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $5,972 | $1,945+207.0% | $2,541+135.0% | $2,471+141.7% |
| Participant deferral / active EE | $13,731 | $3,440+299.2% | $4,167+229.5% | $3,740+267.1% |
| Admin fee / account holder | $5,682 | $5,622+1.1% | $6,795-16.4% | $5,306+7.1% |