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 | $58,917 | $54,762+7.6% | $90,281-34.7% | $72,985-19.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.05% | 30.63%-9.6pp | 78.10%-57.0pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,381 | $2,092-34.0% | $2,854-51.6% | $2,440-43.4% |
| Participant deferral / active EE | $4,056 | $2,887+40.5% | $3,885+4.4% | $3,607+12.4% |
| Admin fee / account holder | $2,986 | $3,972-24.8% | $5,351-44.2% | $5,124-41.7% |