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 | $89,651 | $78,705+13.9% | $117,854-23.9% | $70,131+27.8% |
| Participation rate | 80.3% | 73.2%+7.1pp | 79.7%+0.7pp | 69.5%+10.8pp |
| Annual return | 16.81% | 23.30%-6.5pp | 335.08%-318.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,806 | $2,223-18.8% | $3,786-52.3% | $2,342-22.9% |
| Participant deferral / active EE | $4,728 | $3,297+43.4% | $4,482+5.5% | $3,332+41.9% |
| Admin fee / account holder | $1,415 | $5,065-72.1% | $8,020-82.4% | $4,645-69.5% |