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 | $100,449 | $64,324+56.2% | $118,925-15.5% | $79,858+25.8% |
| Participation rate | 80.6% | 64.9%+15.7pp | 75.4%+5.2pp | 69.6%+10.9pp |
| Annual return | 12.00% | 86.45%-74.4pp | 35.88%-23.9pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,112 | $1,836-39.5% | $3,263-65.9% | $2,471-55.0% |
| Participant deferral / active EE | $5,259 | $2,824+86.2% | $4,265+23.3% | $3,740+40.6% |
| Admin fee / account holder | $2,639 | $4,040-34.7% | $6,581-59.9% | $5,306-50.3% |