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 | $126,468 | $91,552+38.1% | $133,956-5.6% | $79,858+58.4% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 19.77% | 61.85%-42.1pp | 45.09%-25.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $2,259 | $2,384-5.2% | $3,919-42.3% | $2,471-8.6% |
| Participant deferral / active EE | $4,690 | $3,733+25.6% | $5,048-7.1% | $3,740+25.4% |
| Admin fee / account holder | $2,619 | $6,321-58.6% | $8,927-70.7% | $5,306-50.6% |