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 | $64,482 | $67,606-4.6% | $82,313-21.7% | $70,131-8.1% |
| Participation rate | 73.4% | 72.8%+0.7pp | 76.9%-3.5pp | 69.5%+3.9pp |
| Annual return | 25.77% | 21.57%+4.2pp | 25.88%-0.1pp | 73.14%-47.4pp |
| Employer contribution / active EE | $2,750 | $1,755+56.7% | $2,428+13.2% | $2,342+17.4% |
| Participant deferral / active EE | $6,276 | $2,987+110.1% | $3,706+69.4% | $3,332+88.4% |
| Admin fee / account holder | $1,447 | $4,512-67.9% | $5,608-74.2% | $4,645-68.9% |