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 | $126,593 | $99,985+26.6% | $146,665-13.7% | $85,850+47.5% |
| Participation rate | 75.8% | 73.1%+2.7pp | 80.1%-4.3pp | 69.3%+6.4pp |
| Annual return | 15.62% | 18.93%-3.3pp | 22.74%-7.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $4,320 | $2,559+68.9% | $4,136+4.4% | $2,565+68.4% |
| Participant deferral / active EE | $8,101 | $4,006+102.2% | $5,506+47.1% | $3,952+105.0% |
| Admin fee / account holder | $5,964 | $7,702-22.6% | $10,280-42.0% | $6,260-4.7% |