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 | $71,123 | $64,348+10.5% | $90,160-21.1% | $70,131+1.4% |
| Participation rate | 80.0% | 70.4%+9.6pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 18.88% | 28.13%-9.3pp | 34.88%-16.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $580 | $2,046-71.7% | $3,318-82.5% | $2,342-75.2% |
| Participant deferral / active EE | $3,031 | $4,389-30.9% | $5,288-42.7% | $3,332-9.0% |
| Admin fee / account holder | $5,870 | $3,944+48.9% | $5,943-1.2% | $4,645+26.4% |