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 | $111,269 | $78,705+41.4% | $117,854-5.6% | $70,131+58.7% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 17.88% | 23.30%-5.4pp | 335.08%-317.2pp | 73.14%-55.3pp |
| Employer contribution / active EE | $4,689 | $2,223+110.9% | $3,786+23.8% | $2,342+100.2% |
| Participant deferral / active EE | $5,608 | $3,297+70.1% | $4,482+25.1% | $3,332+68.3% |
| Admin fee / account holder | $470 | $5,065-90.7% | $8,020-94.1% | $4,645-89.9% |