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 | $75,089 | $84,233-10.9% | $170,442-55.9% | $70,131+7.1% |
| Participation rate | 97.3% | 70.8%+26.5pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 17.48% | 23.06%-5.6pp | 205.93%-188.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $4,636 | $3,387+36.9% | $5,433-14.7% | $2,342+97.9% |
| Participant deferral / active EE | $2,051 | $3,086-33.5% | $4,939-58.5% | $3,332-38.4% |
| Admin fee / account holder | $4,576 | $5,698-19.7% | $13,880-67.0% | $4,645-1.5% |