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 | $128,376 | $85,202+50.7% | $172,739-25.7% | $72,985+75.9% |
| Participation rate | 93.5% | 70.1%+23.5pp | 82.6%+10.9pp | 69.5%+24.1pp |
| Annual return | 27.96% | 27.32%+0.6pp | 802.84%-774.9pp | 81.00%-53.0pp |
| Employer contribution / active EE | $3,986 | $3,324+19.9% | $5,143-22.5% | $2,440+63.4% |
| Participant deferral / active EE | $9,935 | $3,260+204.7% | $5,198+91.1% | $3,607+175.4% |
| Admin fee / account holder | $2,688 | $5,884-54.3% | $13,954-80.7% | $5,124-47.5% |