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 | $132,990 | $91,552+45.3% | $133,956-0.7% | $79,858+66.5% |
| Participation rate | 89.8% | 73.3%+16.5pp | 79.8%+10.0pp | 69.6%+20.2pp |
| Annual return | 10.68% | 61.85%-51.2pp | 45.09%-34.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,581 | $2,384+8.3% | $3,919-34.1% | $2,471+4.4% |
| Participant deferral / active EE | $6,425 | $3,733+72.1% | $5,048+27.3% | $3,740+71.8% |
| Admin fee / account holder | $9,680 | $6,321+53.1% | $8,927+8.4% | $5,306+82.4% |