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 | $170,336 | $99,985+70.4% | $146,665+16.1% | $85,850+98.4% |
| Participation rate | 87.9% | 73.1%+14.8pp | 80.1%+7.8pp | 69.3%+18.6pp |
| Annual return | 11.24% | 18.93%-7.7pp | 22.74%-11.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $3,168 | $2,559+23.8% | $4,136-23.4% | $2,565+23.5% |
| Participant deferral / active EE | $5,660 | $4,006+41.3% | $5,506+2.8% | $3,952+43.2% |
| Admin fee / account holder | $1,319 | $7,702-82.9% | $10,280-87.2% | $6,260-78.9% |