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 | $101,711 | $91,552+11.1% | $133,956-24.1% | $79,858+27.4% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | 11.82% | 61.85%-50.0pp | 45.09%-33.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $3,999 | $2,384+67.8% | $3,919+2.1% | $2,471+61.9% |
| Participant deferral / active EE | $3,427 | $3,733-8.2% | $5,048-32.1% | $3,740-8.4% |
| Admin fee / account holder | $1,233 | $6,321-80.5% | $8,927-86.2% | $5,306-76.8% |