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 | $150,533 | $117,983+27.6% | $101,794+47.9% | $142,382+5.7% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.2%+26.5pp | 80.1%+15.5pp |
| Annual return | 14.86% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,685 | $2,773-3.2% | $2,289+17.3% | $4,299-37.5% |
| Participant deferral / active EE | $5,381 | $4,714+14.2% | $4,084+31.8% | $6,507-17.3% |
| Admin fee / account holder | $8,454 | $10,433-19.0% | $8,777-3.7% | $12,624-33.0% |