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 | $125,950 | $98,750+27.5% | $149,696-15.9% | $79,858+57.7% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 21.17% | 27.43%-6.3pp | 276.60%-255.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,891 | $3,216-41.2% | $4,644-59.3% | $2,471-23.4% |
| Participant deferral / active EE | $3,142 | $5,680-44.7% | $6,842-54.1% | $3,740-16.0% |
| Admin fee / account holder | $569 | $6,053-90.6% | $9,309-93.9% | $5,306-89.3% |