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 | $69,123 | $51,175+35.1% | $70,515-2.0% | $75,163-8.0% |
| Participation rate | 87.8% | 60.9%+26.8pp | 68.3%+19.4pp | 67.2%+20.6pp |
| Annual return | 20.88% | 30.02%-9.1pp | 32.77%-11.9pp | 160.62%-139.7pp |
| Employer contribution / active EE | $6,624 | $1,826+262.7% | $2,973+122.8% | $2,670+148.1% |
| Participant deferral / active EE | $1,332 | $2,849-53.2% | $4,567-70.8% | $4,125-67.7% |
| Admin fee / account holder | $3,768 | $4,091-7.9% | $6,412-41.2% | $5,651-33.3% |