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 | $76,266 | $65,041+17.3% | $90,951-16.1% | $79,858-4.5% |
| Participation rate | 89.7% | 61.6%+28.1pp | 69.0%+20.7pp | 69.6%+20.1pp |
| Annual return | 10.95% | 30.45%-19.5pp | 134.60%-123.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,238 | $1,247-0.7% | $2,122-41.6% | $2,471-49.9% |
| Participant deferral / active EE | $4,616 | $2,512+83.8% | $3,373+36.9% | $3,740+23.4% |
| Admin fee / account holder | $3,511 | $4,536-22.6% | $5,959-41.1% | $5,306-33.8% |