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 | $126,545 | $77,634+63.0% | $156,549-19.2% | $62,891+101.2% |
| Participation rate | 96.2% | 71.2%+25.0pp | 84.0%+12.1pp | 69.3%+26.8pp |
| Annual return | 8.76% | 50.32%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $8,050 | $3,444+133.8% | $5,501+46.3% | $2,281+252.9% |
| Participant deferral / active EE | $6,663 | $3,045+118.8% | $4,871+36.8% | $3,203+108.0% |
| Admin fee / account holder | $13,078 | $5,561+135.2% | $13,027+0.4% | $4,296+204.5% |