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 | $137,086 | $73,933+85.4% | $96,683+41.8% | $75,163+82.4% |
| Participation rate | 89.3% | 66.4%+22.9pp | 74.3%+14.9pp | 67.2%+22.1pp |
| Annual return | 19.48% | 26.70%-7.2pp | 35.69%-16.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,923 | $2,928-34.3% | $3,737-48.5% | $2,670-28.0% |
| Participant deferral / active EE | $5,598 | $3,659+53.0% | $4,878+14.8% | $4,125+35.7% |
| Admin fee / account holder | $13,451 | $5,216+157.9% | $6,730+99.9% | $5,651+138.0% |