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 | $99,970 | $90,503+10.5% | $78,689+27.0% | $273,961-63.5% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 13.00% | 75.60%-62.6pp | 62.18%-49.2pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,490 | $3,176-21.6% | $2,851-12.7% | $4,869-48.9% |
| Participant deferral / active EE | $4,498 | $3,901+15.3% | $3,517+27.9% | $5,287-14.9% |
| Admin fee / account holder | $1,274 | $5,263-75.8% | $4,510-71.8% | $10,132-87.4% |