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 | $57,855 | $53,127+8.9% | $86,590-33.2% | $70,131-17.5% |
| Participation rate | 75.5% | 65.3%+10.2pp | 73.5%+1.9pp | 69.5%+5.9pp |
| Annual return | 15.08% | 27.66%-12.6pp | 964.84%-949.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $463 | $2,068-77.6% | $2,839-83.7% | $2,342-80.2% |
| Participant deferral / active EE | $2,878 | $2,696+6.8% | $3,609-20.2% | $3,332-13.6% |
| Admin fee / account holder | $3,011 | $3,585-16.0% | $4,906-38.6% | $4,645-35.2% |