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 | $135,164 | $91,552+47.6% | $133,956+0.9% | $79,858+69.3% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 13.16% | 61.85%-48.7pp | 45.09%-31.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,669 | $2,384-30.0% | $3,919-57.4% | $2,471-32.5% |
| Participant deferral / active EE | $3,574 | $3,733-4.3% | $5,048-29.2% | $3,740-4.4% |
| Admin fee / account holder | $1,095 | $6,321-82.7% | $8,927-87.7% | $5,306-79.4% |