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 | $121,644 | $91,552+32.9% | $133,956-9.2% | $79,858+52.3% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.6%+0.4pp |
| Annual return | 16.31% | 61.85%-45.5pp | 45.09%-28.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,052 | $2,384-13.9% | $3,919-47.6% | $2,471-17.0% |
| Participant deferral / active EE | $6,629 | $3,733+77.6% | $5,048+31.3% | $3,740+77.2% |
| Admin fee / account holder | $585 | $6,321-90.7% | $8,927-93.4% | $5,306-89.0% |