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 | $72,251 | $58,851+22.8% | $115,157-37.3% | $72,985-1.0% |
| Participation rate | 82.8% | 65.5%+17.2pp | 75.9%+6.9pp | 69.5%+13.3pp |
| Annual return | 19.34% | 23.16%-3.8pp | 35.60%-16.3pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,202 | $1,798-33.2% | $3,179-62.2% | $2,440-50.7% |
| Participant deferral / active EE | $2,128 | $2,643-19.5% | $4,168-48.9% | $3,607-41.0% |
| Admin fee / account holder | $2,154 | $6,370-66.2% | $7,088-69.6% | $5,124-58.0% |