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 | $111,141 | $70,428+57.8% | $96,562+15.1% | $85,850+29.5% |
| Participation rate | 87.1% | 61.8%+25.3pp | 69.8%+17.3pp | 69.3%+17.8pp |
| Annual return | 17.22% | 18.59%-1.4pp | 37.78%-20.6pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,263 | $1,413-10.6% | $2,356-46.4% | $2,565-50.8% |
| Participant deferral / active EE | $3,440 | $2,894+18.9% | $3,849-10.6% | $3,952-12.9% |
| Admin fee / account holder | $2,189 | $4,997-56.2% | $6,181-64.6% | $6,260-65.0% |