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 | $152,086 | $98,750+54.0% | $149,696+1.6% | $79,858+90.4% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 19.17% | 27.43%-8.3pp | 276.60%-257.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,593 | $3,216+11.7% | $4,644-22.6% | $2,471+45.4% |
| Participant deferral / active EE | $12,506 | $5,680+120.2% | $6,842+82.8% | $3,740+234.4% |
| Admin fee / account holder | $4,944 | $6,053-18.3% | $9,309-46.9% | $5,306-6.8% |