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 | $141,189 | $91,552+54.2% | $133,956+5.4% | $79,858+76.8% |
| Participation rate | 81.1% | 73.3%+7.7pp | 79.8%+1.2pp | 69.6%+11.4pp |
| Annual return | 20.30% | 61.85%-41.5pp | 45.09%-24.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $4,612 | $2,384+93.5% | $3,919+17.7% | $2,471+86.7% |
| Participant deferral / active EE | $5,756 | $3,733+54.2% | $5,048+14.0% | $3,740+53.9% |
| Admin fee / account holder | $2,112 | $6,321-66.6% | $8,927-76.3% | $5,306-60.2% |