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 | $127,129 | $72,492+75.4% | $87,100+46.0% | $72,985+74.2% |
| Participation rate | 77.1% | 72.8%+4.3pp | 76.9%+0.3pp | 69.5%+7.7pp |
| Annual return | 19.99% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $932 | $1,894-50.8% | $2,521-63.1% | $2,440-61.8% |
| Participant deferral / active EE | $4,810 | $3,270+47.1% | $4,049+18.8% | $3,607+33.3% |
| Admin fee / account holder | $900 | $5,055-82.2% | $7,497-88.0% | $5,124-82.4% |