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 | $127,642 | $78,705+62.2% | $117,854+8.3% | $70,131+82.0% |
| Participation rate | 89.3% | 73.2%+16.1pp | 79.7%+9.6pp | 69.5%+19.7pp |
| Annual return | 15.16% | 23.30%-8.1pp | 335.08%-319.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,246 | $2,223+1.0% | $3,786-40.7% | $2,342-4.1% |
| Participant deferral / active EE | $4,334 | $3,297+31.5% | $4,482-3.3% | $3,332+30.1% |
| Admin fee / account holder | $508 | $5,065-90.0% | $8,020-93.7% | $4,645-89.1% |