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 | $124,350 | $99,918+24.5% | $81,382+52.8% | $145,922-14.8% |
| Participation rate | 86.7% | 74.2%+12.5pp | 69.5%+17.2pp | 80.3%+6.4pp |
| Annual return | 11.30% | 34.32%-23.0pp | 24.73%-13.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,738 | $2,978-41.6% | $2,463-29.4% | $4,660-62.7% |
| Participant deferral / active EE | $5,107 | $4,605+10.9% | $3,883+31.5% | $6,688-23.6% |
| Admin fee / account holder | $8,010 | $8,212-2.5% | $5,768+38.9% | $13,397-40.2% |