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 | $108,748 | $86,286+26.0% | $111,297-2.3% | $85,850+26.7% |
| Participation rate | 88.2% | 73.3%+14.9pp | 77.3%+10.9pp | 69.3%+18.9pp |
| Annual return | 14.66% | 19.99%-5.3pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $4,724 | $2,043+131.2% | $2,731+73.0% | $2,565+84.2% |
| Participant deferral / active EE | $5,169 | $3,641+42.0% | $4,487+15.2% | $3,952+30.8% |
| Admin fee / account holder | $4,242 | $8,188-48.2% | $7,964-46.7% | $6,260-32.2% |