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 | $128,747 | $91,552+40.6% | $133,956-3.9% | $79,858+61.2% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | 15.46% | 61.85%-46.4pp | 45.09%-29.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $4,183 | $2,384+75.5% | $3,919+6.8% | $2,471+69.3% |
| Participant deferral / active EE | $11,498 | $3,733+208.0% | $5,048+127.8% | $3,740+207.4% |
| Admin fee / account holder | $810 | $6,321-87.2% | $8,927-90.9% | $5,306-84.7% |