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 | $125,781 | $86,286+45.8% | $111,297+13.0% | $85,850+46.5% |
| Participation rate | 93.0% | 73.3%+19.7pp | 77.3%+15.7pp | 69.3%+23.7pp |
| Annual return | 14.33% | 19.99%-5.7pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,462 | $2,043+20.5% | $2,731-9.8% | $2,565-4.0% |
| Participant deferral / active EE | $5,066 | $3,641+39.2% | $4,487+12.9% | $3,952+28.2% |
| Admin fee / account holder | $1,627 | $8,188-80.1% | $7,964-79.6% | $6,260-74.0% |