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 | $103,946 | $91,552+13.5% | $133,956-22.4% | $79,858+30.2% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 12.75% | 61.85%-49.1pp | 45.09%-32.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $3,389 | $2,384+42.2% | $3,919-13.5% | $2,471+37.1% |
| Participant deferral / active EE | $4,648 | $3,733+24.5% | $5,048-7.9% | $3,740+24.3% |
| Admin fee / account holder | $980 | $6,321-84.5% | $8,927-89.0% | $5,306-81.5% |