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 | $133,338 | $93,571+42.5% | $135,903-1.9% | $75,163+77.4% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 49.71% | 30.90%+18.8pp | 68.23%-18.5pp | 160.62%-110.9pp |
| Employer contribution / active EE | $10,131 | $3,537+186.5% | $4,856+108.6% | $2,670+279.5% |
| Participant deferral / active EE | $13,642 | $6,404+113.0% | $7,758+75.8% | $4,125+230.7% |
| Admin fee / account holder | $4,593 | $6,975-34.2% | $10,762-57.3% | $5,651-18.7% |