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 | $64,102 | $63,861+0.4% | $104,607-38.7% | $79,858-19.7% |
| Participation rate | 76.0% | 64.9%+11.1pp | 74.1%+1.9pp | 69.6%+6.4pp |
| Annual return | 14.91% | 21.30%-6.4pp | 340.46%-325.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,067 | $1,588-32.8% | $2,681-60.2% | $2,471-56.8% |
| Participant deferral / active EE | $3,876 | $2,693+43.9% | $3,740+3.6% | $3,740+3.6% |
| Admin fee / account holder | $1,079 | $4,185-74.2% | $6,473-83.3% | $5,306-79.7% |