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 | $159,940 | $98,750+62.0% | $149,696+6.8% | $79,858+100.3% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 18.19% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,075 | $3,216-4.4% | $4,644-33.8% | $2,471+24.4% |
| Participant deferral / active EE | $4,763 | $5,680-16.2% | $6,842-30.4% | $3,740+27.3% |
| Admin fee / account holder | $4,613 | $6,053-23.8% | $9,309-50.4% | $5,306-13.1% |