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 | $98,372 | $99,985-1.6% | $146,665-32.9% | $85,850+14.6% |
| Participation rate | 96.7% | 73.1%+23.7pp | 80.1%+16.7pp | 69.3%+27.4pp |
| Annual return | 15.62% | 18.93%-3.3pp | 22.74%-7.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,925 | $2,559-24.8% | $4,136-53.5% | $2,565-24.9% |
| Participant deferral / active EE | $4,107 | $4,006+2.5% | $5,506-25.4% | $3,952+3.9% |
| Admin fee / account holder | $570 | $7,702-92.6% | $10,280-94.5% | $6,260-90.9% |