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 | $76,222 | $69,515+9.6% | $86,874-12.3% | $85,850-11.2% |
| Participation rate | 82.8% | 66.3%+16.4pp | 71.6%+11.1pp | 69.3%+13.4pp |
| Annual return | 12.80% | 20.12%-7.3pp | 63.52%-50.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,114 | $1,880+12.4% | $2,495-15.3% | $2,565-17.6% |
| Participant deferral / active EE | $4,136 | $2,919+41.7% | $3,699+11.8% | $3,952+4.7% |
| Admin fee / account holder | $4,063 | $5,972-32.0% | $5,828-30.3% | $6,260-35.1% |