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 | $125,507 | $99,985+25.5% | $146,665-14.4% | $85,850+46.2% |
| Participation rate | 88.1% | 73.1%+15.0pp | 80.1%+8.0pp | 69.3%+18.8pp |
| Annual return | 14.56% | 18.93%-4.4pp | 22.74%-8.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,581 | $2,559-38.2% | $4,136-61.8% | $2,565-38.4% |
| Participant deferral / active EE | $4,151 | $4,006+3.6% | $5,506-24.6% | $3,952+5.1% |
| Admin fee / account holder | $1,400 | $7,702-81.8% | $10,280-86.4% | $6,260-77.6% |