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 | $71,065 | $58,828+20.8% | $77,999-8.9% | $62,891+13.0% |
| Participation rate | 86.7% | 71.1%+15.6pp | 75.5%+11.1pp | 69.3%+17.4pp |
| Annual return | 6.74% | 17.16%-10.4pp | 425.96%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,699 | $1,672+1.7% | $2,470-31.2% | $2,281-25.5% |
| Participant deferral / active EE | $3,693 | $2,686+37.5% | $3,497+5.6% | $3,203+15.3% |
| Admin fee / account holder | $13,543 | $4,393+208.3% | $5,480+147.1% | $4,296+215.3% |