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 | $124,994 | $105,181+18.8% | $159,436-21.6% | $85,850+45.6% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.8%+5.2pp | 69.3%+18.7pp |
| Annual return | 18.80% | 45.07%-26.3pp | 263.57%-244.8pp | 318.53%-299.7pp |
| Employer contribution / active EE | $3,518 | $3,318+6.0% | $4,829-27.1% | $2,565+37.2% |
| Participant deferral / active EE | $6,791 | $5,945+14.2% | $7,352-7.6% | $3,952+71.9% |
| Admin fee / account holder | $5,455 | $6,933-21.3% | $10,799-49.5% | $6,260-12.9% |