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 | $128,958 | $89,753+43.7% | $107,525+19.9% | $84,808+52.1% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 20.94% | 29.48%-8.5pp | 181.32%-160.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,759 | $3,113-43.5% | $3,754-53.1% | $2,631-33.2% |
| Participant deferral / active EE | $3,672 | $4,056-9.5% | $5,116-28.2% | $4,212-12.8% |
| Admin fee / account holder | $5,928 | $7,222-17.9% | $8,919-33.5% | $7,344-19.3% |