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 | $124,224 | $78,672+57.9% | $109,143+13.8% | $85,850+44.7% |
| Participation rate | 94.1% | 68.3%+25.8pp | 75.9%+18.2pp | 69.3%+24.8pp |
| Annual return | 16.82% | 25.09%-8.3pp | 25.75%-8.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,775 | $2,735+1.5% | $3,722-25.4% | $2,565+8.2% |
| Participant deferral / active EE | $8,926 | $3,467+157.4% | $4,653+91.8% | $3,952+125.9% |
| Admin fee / account holder | $4,809 | $5,469-12.1% | $6,752-28.8% | $6,260-23.2% |