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 | $138,139 | $91,552+50.9% | $133,956+3.1% | $79,858+73.0% |
| Participation rate | 78.1% | 73.3%+4.8pp | 79.8%-1.7pp | 69.6%+8.5pp |
| Annual return | 13.41% | 61.85%-48.4pp | 45.09%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,258 | $2,384-47.2% | $3,919-67.9% | $2,471-49.1% |
| Participant deferral / active EE | $5,231 | $3,733+40.1% | $5,048+3.6% | $3,740+39.9% |
| Admin fee / account holder | $6,773 | $6,321+7.2% | $8,927-24.1% | $5,306+27.6% |