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 | $89,374 | $78,705+13.6% | $117,854-24.2% | $70,131+27.4% |
| Participation rate | 75.6% | 73.2%+2.4pp | 79.7%-4.1pp | 69.5%+6.1pp |
| Annual return | 20.63% | 23.30%-2.7pp | 335.08%-314.4pp | 73.14%-52.5pp |
| Employer contribution / active EE | $605 | $2,223-72.8% | $3,786-84.0% | $2,342-74.2% |
| Participant deferral / active EE | $3,744 | $3,297+13.6% | $4,482-16.5% | $3,332+12.4% |
| Admin fee / account holder | $5,811 | $5,065+14.7% | $8,020-27.5% | $4,645+25.1% |