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 | $110,862 | $85,202+30.1% | $172,739-35.8% | $72,985+51.9% |
| Participation rate | 82.9% | 70.1%+12.8pp | 82.6%+0.2pp | 69.5%+13.4pp |
| Annual return | 18.38% | 27.32%-8.9pp | 802.84%-784.5pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,551 | $3,324-23.3% | $5,143-50.4% | $2,440+4.6% |
| Participant deferral / active EE | $5,134 | $3,260+57.5% | $5,198-1.2% | $3,607+42.3% |
| Admin fee / account holder | $1,205 | $5,884-79.5% | $13,954-91.4% | $5,124-76.5% |