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 | $135,458 | $99,985+35.5% | $146,665-7.6% | $85,850+57.8% |
| Participation rate | 96.2% | 73.1%+23.1pp | 80.1%+16.1pp | 69.3%+26.8pp |
| Annual return | 14.24% | 18.93%-4.7pp | 22.74%-8.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,859 | $2,559+11.7% | $4,136-30.9% | $2,565+11.5% |
| Participant deferral / active EE | $4,977 | $4,006+24.2% | $5,506-9.6% | $3,952+25.9% |
| Admin fee / account holder | $2,098 | $7,702-72.8% | $10,280-79.6% | $6,260-66.5% |