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 | $127,661 | $98,750+29.3% | $149,696-14.7% | $79,858+59.9% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 22.37% | 27.43%-5.1pp | 276.60%-254.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $4,627 | $3,216+43.9% | $4,644-0.4% | $2,471+87.3% |
| Participant deferral / active EE | $5,099 | $5,680-10.2% | $6,842-25.5% | $3,740+36.3% |
| Admin fee / account holder | $2,087 | $6,053-65.5% | $9,309-77.6% | $5,306-60.7% |