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 | $118,265 | $91,552+29.2% | $133,956-11.7% | $79,858+48.1% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 12.11% | 61.85%-49.7pp | 45.09%-33.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,907 | $2,384+22.0% | $3,919-25.8% | $2,471+17.7% |
| Participant deferral / active EE | $6,258 | $3,733+67.6% | $5,048+24.0% | $3,740+67.3% |
| Admin fee / account holder | $4,471 | $6,321-29.3% | $8,927-49.9% | $5,306-15.7% |