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 | $54,818 | $54,762+0.1% | $90,281-39.3% | $72,985-24.9% |
| Participation rate | 81.4% | 65.1%+16.2pp | 73.3%+8.1pp | 69.5%+11.9pp |
| Annual return | 20.86% | 30.63%-9.8pp | 78.10%-57.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,626 | $2,092-22.3% | $2,854-43.0% | $2,440-33.4% |
| Participant deferral / active EE | $6,389 | $2,887+121.3% | $3,885+64.4% | $3,607+77.1% |
| Admin fee / account holder | $7,706 | $3,972+94.0% | $5,351+44.0% | $5,124+50.4% |