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 | $162,315 | $89,355+81.7% | $141,162+15.0% | $72,985+122.4% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 22.65% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,105 | $3,114-0.3% | $4,735-34.4% | $2,440+27.3% |
| Participant deferral / active EE | $5,159 | $5,418-4.8% | $6,709-23.1% | $3,607+43.0% |
| Admin fee / account holder | $12,629 | $5,958+112.0% | $10,261+23.1% | $5,124+146.5% |