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 | $132,235 | $89,355+48.0% | $141,162-6.3% | $72,985+81.2% |
| Participation rate | 76.2% | 75.1%+1.1pp | 82.5%-6.3pp | 69.5%+6.7pp |
| Annual return | 41.76% | 111.85%-70.1pp | 71.39%-29.6pp | 81.00%-39.2pp |
| Employer contribution / active EE | $2,929 | $3,114-6.0% | $4,735-38.1% | $2,440+20.0% |
| Participant deferral / active EE | $5,998 | $5,418+10.7% | $6,709-10.6% | $3,607+66.3% |
| Admin fee / account holder | $15,824 | $5,958+165.6% | $10,261+54.2% | $5,124+208.8% |