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 | $82,412 | $65,365+26.1% | $92,893-11.3% | $72,985+12.9% |
| Participation rate | 76.6% | 68.3%+8.3pp | 76.0%+0.6pp | 69.5%+7.1pp |
| Annual return | 23.25% | 42.10%-18.8pp | 109.41%-86.2pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,064 | $2,594-59.0% | $3,653-70.9% | $2,440-56.4% |
| Participant deferral / active EE | $5,803 | $3,128+85.5% | $4,236+37.0% | $3,607+60.9% |
| Admin fee / account holder | $3,261 | $4,251-23.3% | $5,794-43.7% | $5,124-36.4% |