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 | $96,927 | $85,766+13.0% | $136,294-28.9% | $70,131+38.2% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 26.31% | 31.45%-5.1pp | 5155.94%-5129.6pp | 73.14%-46.8pp |
| Employer contribution / active EE | $1,550 | $2,966-47.7% | $4,695-67.0% | $2,342-33.8% |
| Participant deferral / active EE | $4,531 | $5,051-10.3% | $6,247-27.5% | $3,332+36.0% |
| Admin fee / account holder | $1,405 | $5,420-74.1% | $9,243-84.8% | $4,645-69.8% |