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 | $129,829 | $85,766+51.4% | $136,294-4.7% | $70,131+85.1% |
| Participation rate | 76.5% | 74.2%+2.3pp | 81.9%-5.5pp | 69.5%+6.9pp |
| Annual return | 18.26% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $4,474 | $2,966+50.9% | $4,695-4.7% | $2,342+91.0% |
| Participant deferral / active EE | $7,623 | $5,051+50.9% | $6,247+22.0% | $3,332+128.8% |
| Admin fee / account holder | $1,562 | $5,420-71.2% | $9,243-83.1% | $4,645-66.4% |