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 | $74,228 | $89,753-17.3% | $107,525-31.0% | $84,808-12.5% |
| Participation rate | 77.3% | 68.1%+9.2pp | 75.1%+2.2pp | 68.3%+9.0pp |
| Annual return | 17.39% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,317 | $3,113-25.6% | $3,754-38.3% | $2,631-11.9% |
| Participant deferral / active EE | $7,576 | $4,056+86.8% | $5,116+48.1% | $4,212+79.9% |
| Admin fee / account holder | $2,382 | $7,222-67.0% | $8,919-73.3% | $7,344-67.6% |