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 | $62,652 | $58,512+7.1% | $84,015-25.4% | $72,985-14.2% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 21.09% | 28.93%-7.8pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,559 | $1,163+34.1% | $1,983-21.4% | $2,440-36.1% |
| Participant deferral / active EE | $2,511 | $2,394+4.9% | $3,239-22.5% | $3,607-30.4% |
| Admin fee / account holder | $466 | $4,569-89.8% | $6,101-92.4% | $5,124-90.9% |