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 | $121,252 | $91,552+32.4% | $133,956-9.5% | $79,858+51.8% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.7pp | 69.6%+23.9pp |
| Annual return | 16.56% | 61.85%-45.3pp | 45.09%-28.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,904 | $2,384+21.8% | $3,919-25.9% | $2,471+17.5% |
| Participant deferral / active EE | $4,911 | $3,733+31.5% | $5,048-2.7% | $3,740+31.3% |
| Admin fee / account holder | $1,030 | $6,321-83.7% | $8,927-88.5% | $5,306-80.6% |