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 | $108,078 | $91,552+18.1% | $133,956-19.3% | $79,858+35.3% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.6%+16.6pp |
| Annual return | 10.96% | 61.85%-50.9pp | 45.09%-34.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,401 | $2,384+0.7% | $3,919-38.7% | $2,471-2.8% |
| Participant deferral / active EE | $5,939 | $3,733+59.1% | $5,048+17.7% | $3,740+58.8% |
| Admin fee / account holder | $2,266 | $6,321-64.1% | $8,927-74.6% | $5,306-57.3% |