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 | $129,606 | $85,766+51.1% | $136,294-4.9% | $70,131+84.8% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 17.99% | 31.45%-13.5pp | 5155.94%-5137.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,911 | $2,966-35.6% | $4,695-59.3% | $2,342-18.4% |
| Participant deferral / active EE | $10,538 | $5,051+108.6% | $6,247+68.7% | $3,332+216.3% |
| Admin fee / account holder | $5,307 | $5,420-2.1% | $9,243-42.6% | $4,645+14.2% |