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 | $133,473 | $89,753+48.7% | $107,525+24.1% | $84,808+57.4% |
| Participation rate | 79.5% | 68.1%+11.4pp | 75.1%+4.4pp | 68.3%+11.2pp |
| Annual return | 14.14% | 29.48%-15.3pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,779 | $3,113-10.7% | $3,754-26.0% | $2,631+5.6% |
| Participant deferral / active EE | $5,210 | $4,056+28.4% | $5,116+1.8% | $4,212+23.7% |
| Admin fee / account holder | $5,893 | $7,222-18.4% | $8,919-33.9% | $7,344-19.8% |