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 | $144,820 | $76,407+89.5% | $150,298-3.6% | $82,448+75.7% |
| Participation rate | 87.0% | 66.4%+20.6pp | 77.8%+9.2pp | 68.1%+18.9pp |
| Annual return | 14.77% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,252 | $2,614-13.9% | $4,154-45.8% | $2,551-11.7% |
| Participant deferral / active EE | $6,685 | $3,214+108.0% | $5,453+22.6% | $4,139+61.5% |
| Admin fee / account holder | $6,208 | $6,352-2.3% | $14,116-56.0% | $7,234-14.2% |