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 | $71,203 | $57,541+23.7% | $95,745-25.6% | $75,163-5.3% |
| Participation rate | 92.9% | 62.5%+30.3pp | 72.3%+20.6pp | 67.2%+25.7pp |
| Annual return | 15.02% | 34.93%-19.9pp | 28.35%-13.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,278 | $1,808-29.3% | $2,835-54.9% | $2,670-52.1% |
| Participant deferral / active EE | $3,360 | $3,074+9.3% | $4,245-20.8% | $4,125-18.6% |
| Admin fee / account holder | $994 | $4,099-75.7% | $5,678-82.5% | $5,651-82.4% |