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 | $131,678 | $99,985+31.7% | $146,665-10.2% | $85,850+53.4% |
| Participation rate | 85.4% | 73.1%+12.3pp | 80.1%+5.3pp | 69.3%+16.1pp |
| Annual return | 38.97% | 18.93%+20.0pp | 22.74%+16.2pp | 318.53%-279.6pp |
| Employer contribution / active EE | $2,633 | $2,559+2.9% | $4,136-36.3% | $2,565+2.7% |
| Participant deferral / active EE | $7,682 | $4,006+91.8% | $5,506+39.5% | $3,952+94.4% |
| Admin fee / account holder | $4,327 | $7,702-43.8% | $10,280-57.9% | $6,260-30.9% |