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 | $132,502 | $91,552+44.7% | $133,956-1.1% | $79,858+65.9% |
| Participation rate | 70.2% | 73.3%-3.1pp | 79.8%-9.6pp | 69.6%+0.6pp |
| Annual return | 14.76% | 61.85%-47.1pp | 45.09%-30.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,550 | $2,384-35.0% | $3,919-60.4% | $2,471-37.3% |
| Participant deferral / active EE | $4,012 | $3,733+7.5% | $5,048-20.5% | $3,740+7.3% |
| Admin fee / account holder | $1,259 | $6,321-80.1% | $8,927-85.9% | $5,306-76.3% |