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 | $120,222 | $98,750+21.7% | $149,696-19.7% | $79,858+50.5% |
| Participation rate | 76.9% | 75.8%+1.2pp | 82.5%-5.6pp | 69.6%+7.3pp |
| Annual return | 16.62% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,684 | $3,216-16.5% | $4,644-42.2% | $2,471+8.6% |
| Participant deferral / active EE | $5,378 | $5,680-5.3% | $6,842-21.4% | $3,740+43.8% |
| Admin fee / account holder | $3,437 | $6,053-43.2% | $9,309-63.1% | $5,306-35.2% |