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 | $70,522 | $66,402+6.2% | $109,895-35.8% | $85,850-17.9% |
| Participation rate | 85.2% | 63.9%+21.3pp | 74.2%+11.0pp | 69.3%+15.9pp |
| Annual return | 15.45% | 19.59%-4.1pp | 29.45%-14.0pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,025 | $1,687+79.3% | $2,842+6.4% | $2,565+17.9% |
| Participant deferral / active EE | $2,976 | $2,842+4.7% | $4,048-26.5% | $3,952-24.7% |
| Admin fee / account holder | $2,594 | $4,557-43.1% | $6,066-57.2% | $6,260-58.6% |