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 | $43,524 | $48,046-9.4% | $84,611-48.6% | $72,985-40.4% |
| Participation rate | 73.0% | 57.6%+15.4pp | 68.2%+4.7pp | 69.5%+3.5pp |
| Annual return | 22.10% | 37.38%-15.3pp | 258.74%-236.6pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,786 | $1,602+11.5% | $2,652-32.7% | $2,440-26.8% |
| Participant deferral / active EE | $5,564 | $2,680+107.6% | $3,899+42.7% | $3,607+54.2% |
| Admin fee / account holder | $6,055 | $3,395+78.4% | $4,912+23.3% | $5,124+18.2% |