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 | $81,721 | $65,365+25.0% | $92,893-12.0% | $72,985+12.0% |
| Participation rate | 85.1% | 68.3%+16.8pp | 76.0%+9.1pp | 69.5%+15.6pp |
| Annual return | 24.75% | 42.10%-17.4pp | 109.41%-84.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $756 | $2,594-70.9% | $3,653-79.3% | $2,440-69.0% |
| Participant deferral / active EE | $1,796 | $3,128-42.6% | $4,236-57.6% | $3,607-50.2% |
| Admin fee / account holder | $2,204 | $4,251-48.2% | $5,794-62.0% | $5,124-57.0% |