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 | $147,896 | $89,355+65.5% | $141,162+4.8% | $72,985+102.6% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 21.24% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $3,202 | $3,114+2.8% | $4,735-32.4% | $2,440+31.3% |
| Participant deferral / active EE | $4,628 | $5,418-14.6% | $6,709-31.0% | $3,607+28.3% |
| Admin fee / account holder | $2,661 | $5,958-55.3% | $10,261-74.1% | $5,124-48.1% |