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 | $113,854 | $99,985+13.9% | $146,665-22.4% | $85,850+32.6% |
| Participation rate | 71.4% | 73.1%-1.6pp | 80.1%-8.6pp | 69.3%+2.1pp |
| Annual return | 14.91% | 18.93%-4.0pp | 22.74%-7.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,543 | $2,559-39.7% | $4,136-62.7% | $2,565-39.9% |
| Participant deferral / active EE | $4,417 | $4,006+10.3% | $5,506-19.8% | $3,952+11.8% |
| Admin fee / account holder | $15,483 | $7,702+101.0% | $10,280+50.6% | $6,260+147.3% |