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 | $74,385 | $64,839+14.7% | $95,585-22.2% | $84,808-12.3% |
| Participation rate | 78.6% | 63.8%+14.8pp | 72.1%+6.5pp | 68.3%+10.3pp |
| Annual return | 22.29% | -670.96%+693.3pp | 38.56%-16.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,357 | $1,759+34.0% | $2,527-6.7% | $2,631-10.4% |
| Participant deferral / active EE | $4,097 | $2,965+38.2% | $4,023+1.9% | $4,212-2.7% |
| Admin fee / account holder | $2,536 | $5,964-57.5% | $6,127-58.6% | $7,344-65.5% |