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 | $65,003 | $53,777+20.9% | $134,143-51.5% | $79,858-18.6% |
| Participation rate | 80.6% | 58.8%+21.9pp | 72.2%+8.5pp | 69.6%+11.0pp |
| Annual return | 22.08% | 19.01%+3.1pp | 36.33%-14.3pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,211 | $1,321-8.3% | $3,704-67.3% | $2,471-51.0% |
| Participant deferral / active EE | $4,197 | $2,420+73.4% | $3,499+20.0% | $3,740+12.2% |
| Admin fee / account holder | $1,308 | $3,984-67.2% | $6,684-80.4% | $5,306-75.4% |