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 | $132,677 | $89,355+48.5% | $141,162-6.0% | $72,985+81.8% |
| Participation rate | 82.5% | 75.1%+7.4pp | 82.5%0pp | 69.5%+13.0pp |
| Annual return | 24.00% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,572 | $3,114-17.4% | $4,735-45.7% | $2,440+5.4% |
| Participant deferral / active EE | $6,666 | $5,418+23.0% | $6,709-0.6% | $3,607+84.8% |
| Admin fee / account holder | $834 | $5,958-86.0% | $10,261-91.9% | $5,124-83.7% |