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 | $109,162 | $83,337+31.0% | $67,834+60.9% | $273,961-60.2% |
| Participation rate | 86.7% | 76.4%+10.2pp | 68.8%+17.9pp | 83.0%+3.7pp |
| Annual return | 5.90% | 259.45%-253.5pp | 138.47%-132.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,670 | $3,287-18.8% | $2,403+11.1% | $4,869-45.2% |
| Participant deferral / active EE | $5,832 | $4,088+42.7% | $3,160+84.6% | $5,287+10.3% |
| Admin fee / account holder | $4,071 | $6,752-39.7% | $4,622-11.9% | $10,132-59.8% |