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 | $123,904 | $99,985+23.9% | $146,665-15.5% | $85,850+44.3% |
| Participation rate | 92.5% | 73.1%+19.4pp | 80.1%+12.4pp | 69.3%+23.2pp |
| Annual return | 13.63% | 18.93%-5.3pp | 22.74%-9.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,575 | $2,559-38.5% | $4,136-61.9% | $2,565-38.6% |
| Participant deferral / active EE | $4,109 | $4,006+2.6% | $5,506-25.4% | $3,952+4.0% |
| Admin fee / account holder | $3,039 | $7,702-60.5% | $10,280-70.4% | $6,260-51.5% |