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 | $136,859 | $91,190+50.1% | $178,490-23.3% | $79,858+71.4% |
| Participation rate | 83.9% | 69.2%+14.7pp | 81.9%+1.9pp | 69.6%+14.2pp |
| Annual return | 13.52% | 24.19%-10.7pp | 151.07%-137.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,277 | $3,256-30.1% | $5,011-54.6% | $2,471-7.8% |
| Participant deferral / active EE | $9,659 | $3,236+198.5% | $5,202+85.7% | $3,740+158.3% |
| Admin fee / account holder | $21,741 | $6,751+222.0% | $13,984+55.5% | $5,306+309.7% |