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 | $39,016 | $73,933-47.2% | $96,683-59.6% | $75,163-48.1% |
| Participation rate | 88.6% | 66.4%+22.2pp | 74.3%+14.3pp | 67.2%+21.4pp |
| Annual return | 16.08% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,507 | $2,928+19.8% | $3,737-6.2% | $2,670+31.3% |
| Participant deferral / active EE | $3,790 | $3,659+3.6% | $4,878-22.3% | $4,125-8.1% |
| Admin fee / account holder | $3,471 | $5,216-33.5% | $6,730-48.4% | $5,651-38.6% |