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 | $56,400 | $54,705+3.1% | $71,209-20.8% | $84,808-33.5% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.7pp |
| Annual return | 17.76% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,567 | $2,158-27.4% | $2,721-42.4% | $2,631-40.4% |
| Participant deferral / active EE | $5,001 | $3,030+65.0% | $4,175+19.8% | $4,212+18.7% |
| Admin fee / account holder | $1,359 | $4,863-72.1% | $5,349-74.6% | $7,344-81.5% |