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 | $65,777 | $58,879+11.7% | $178,490-63.1% | $73,488-10.5% |
| Participation rate | 81.0% | 66.2%+14.8pp | 81.9%-0.9pp | 70.7%+10.3pp |
| Annual return | 17.81% | 24.86%-7.0pp | 151.07%-133.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,211 | $2,236-45.8% | $5,011-75.8% | $2,270-46.6% |
| Participant deferral / active EE | $3,901 | $2,567+51.9% | $5,202-25.0% | $3,740+4.3% |
| Admin fee / account holder | $2,156 | $400+438.6% | $13,984-84.6% | $513+320.2% |