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 | $151,229 | $89,753+68.5% | $107,525+40.6% | $84,808+78.3% |
| Participation rate | 72.4% | 68.1%+4.4pp | 75.1%-2.7pp | 68.3%+4.1pp |
| Annual return | 17.13% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,859 | $3,113-8.2% | $3,754-23.8% | $2,631+8.7% |
| Participant deferral / active EE | $5,435 | $4,056+34.0% | $5,116+6.3% | $4,212+29.1% |
| Admin fee / account holder | $17,712 | $7,222+145.3% | $8,919+98.6% | $7,344+141.2% |