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 | $73,483 | $65,041+13.0% | $90,951-19.2% | $79,858-8.0% |
| Participation rate | 75.0% | 61.6%+13.4pp | 69.0%+6.0pp | 69.6%+5.4pp |
| Annual return | 19.14% | 30.45%-11.3pp | 134.60%-115.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,425 | $1,247+14.3% | $2,122-32.8% | $2,471-42.3% |
| Participant deferral / active EE | $4,646 | $2,512+84.9% | $3,373+37.7% | $3,740+24.2% |
| Admin fee / account holder | $2,112 | $4,536-53.4% | $5,959-64.6% | $5,306-60.2% |