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 | $114,989 | $89,355+28.7% | $141,162-18.5% | $72,985+57.6% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 23.37% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,301 | $3,114-58.2% | $4,735-72.5% | $2,440-46.7% |
| Participant deferral / active EE | $3,176 | $5,418-41.4% | $6,709-52.7% | $3,607-12.0% |
| Admin fee / account holder | $2,313 | $5,958-61.2% | $10,261-77.5% | $5,124-54.9% |