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 | $113,807 | $77,899+46.1% | $149,673-24.0% | $75,163+51.4% |
| Participation rate | 78.8% | 65.6%+13.2pp | 78.8%0pp | 67.2%+11.6pp |
| Annual return | 16.99% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $4,545 | $3,137+44.9% | $4,818-5.7% | $2,670+70.3% |
| Participant deferral / active EE | $7,923 | $3,411+132.3% | $5,680+39.5% | $4,125+92.1% |
| Admin fee / account holder | $1,457 | $5,956-75.5% | $13,210-89.0% | $5,651-74.2% |