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 | $110,251 | $91,552+20.4% | $133,956-17.7% | $79,858+38.1% |
| Participation rate | 81.6% | 73.3%+8.2pp | 79.8%+1.7pp | 69.6%+11.9pp |
| Annual return | 15.06% | 61.85%-46.8pp | 45.09%-30.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,666 | $2,384+11.9% | $3,919-32.0% | $2,471+7.9% |
| Participant deferral / active EE | $4,747 | $3,733+27.1% | $5,048-6.0% | $3,740+26.9% |
| Admin fee / account holder | $2,361 | $6,321-62.6% | $8,927-73.6% | $5,306-55.5% |